My career in financial services began over 20 years ago. As Director of Cathedral Wealth Management I want to provide a legitimate, client focused financial service. This helps my clients to grow and protect their wealth without fear of mis-selling or hidden agendas.
Financial services will always be about trust and integrity. Understanding the specific needs of each client and how to improve their financial wellbeing is what we believe sets us apart from the competition. We truly understand our clients’ needs and objectives and regularly meet with them to help improve their wealth. Even if my clients’ circumstances do not change, rules and regulations do, therefore regular review meetings are paramount to our relationship. We are not just here to see you once!
I am recognised as one of the Top 100 financial advisers in the UK for 2026 and have won several individual and business awards;
I have also been awarded the British Citizen Award 2024 at the Palace of Westminster.
As Director of Cathedral Wealth Management, I support the team with administrative tasks and help maintain the high standards of service our clients expect and deserve. Whether I’m answering calls, replying to emails, or assisting with day-to-day operations, my focus is always on putting Clients first.
Although I’ve been formally in the business for over two years, I’ve supported Cathedral Wealth behind the scenes for more than a decade. I’ve seen it grow from our family dining table into what it is today, and that journey has given me a deep-rooted commitment to making sure every client feels valued, respected, and cared for.
Before joining the company, I worked for a local charity, where I helped grow their presence, organise events, and manage operations. This experience taught me the importance of community and the value of giving back.
I love getting to know our clients, not just through their finances, but as people. Outside of work, I enjoy beach walks, trying new restaurants, yoga, and spending time with family and friends over a good glass of red.
With a degree in Business and French and a diploma in Personal Training, I bring a broad perspective to my role and a commitment to helping clients achieve their financial goals.
After taking a career break to bring up my two boys, I’m excited to be restarting my professional journey in Financial Advise. My life experience has shaped a holistic approach to financial planning, considering not just wealth, but wellbeing and lifestyle aspirations. Having lived abroad and immersed myself in different cultures, I’ve developed a deep appreciation for travel and the many perspectives it brings. I’m passionate about understanding people’s unique stories and helping them create financial plans that support the lives they truly want to live.
Outside of work, I enjoy running, yoga, long walks with my dog, and spending time with friends and family, alongside my passion for travel and discovering new places. I’m also proud to have completed the London Marathon in 2022, an experience that reflects my dedication and love of personal challenges.
Bio Coming Soon!
I joined Cathedral Wealth Management as a Client Services Administrator. I am looking forward to growing my skill set and helping to make the business run as efficiently as possible.
In my spare time I love doing activities with my daughter and my husband, cooking, baking, and helping organise/plan events.
I joined the Cathedral Wealth Management team coming from a very different background to the financial world. My role at Cathedral Wealth Management is to arrange our client communications via our E-briefing service and more recently manage our Social Media platforms. I am entrusted to make sure that the communication we send to our clients is inciteful, accurate and up to date.
I also arrange our many client events which range from our flagship Crouchers Dinner, to Grand Prix, wine tasting and Goodwood hospitality events.
When I am not working, I love being with my family and friends, being involved in the local community and spending time at the gym.
Do you have experience providing financial planning services to clients, to help those needing financial advice whilst giving a high level of client servicing?
We are always looking to expand our team of Financial Advisers and superb back office support staff.
If you think Cathedral Wealth Management in Chichester & Barnstaple would be a good fit for you, then please fill out the quick form below to express interest and one of our team will be in touch.
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