I am a non-advising Principal in the business and will be operating as Mark’s PA/Paraplanner.
I have extensive experience within the industry, working as a Financial Adviser and also as an Account Manager. I assist Mark with the day to day running of the business by utilising my organisational and report writing skills.
My main interests outside of work are keeping fit and competing with my horses.
I have 12 years’ experience in banking & financial services as a Premier Co-Ordinator, working with high net worth clients, providing outstanding customer service on a face to face basis and on the telephone.
I assist Mark to develop the business, book appointments and support Polly with Administration work.
My main interest out of work is riding my motorbike.
I graduated from my master’s in Business and Financial Management through Newcastle Business School in 2016.
I then spent 12 months at Nationwide Building Society working with clients building close working relationships, until an opportunity arose through Mark Nield Wealth Management and I spent 6 months in the St. James’s Place Academy in Edinburgh qualifying and being accredited with my Diploma in Regulated Financial Planning.
I am also able to provide mortgage advice using a wide range of mortgage providers across the marketplace that lenders make available to mortgage intermediaries to meet an array of needs and criteria.
I am really excited about the opportunity to work with businesses and individuals providing first class face to face advice, with the help and support of the whole team at Mark Nield Wealth Management.
I have worked in the Financial Services Industry for more than 25 years, and have spent the last 13 years providing specialist financial advice to the medical profession. I have now moved over to a business development management role within Mark Nield Wealth Management allowing me to still be involved in the business but with the Principal Mark Nield providing the advice to our clients.
My extensive knowledge of the NHS Pension Scheme is still a valuable asset to the business.
I have built up long term trusted relationships with a large number of my previous clients, some of whom are enjoying a happy and more financially secure retirement based on the advice I have provided in the past.