My journey
I have worked at CBW Financial Planning since 2000. I started here after my children reached school age. I have always worked in a secretarial role, and credit control before that.
I look after the team and their diaries, liaise with clients, and also manage the income side of things for Financial Planning.
What I enjoy most about my job
All of it.
About me
With friends.
Wine and sunshine!
To be a team player and the importance of time management in all areas of life.
No one will ever think the same as you and have the same opinions and logic, so just give them a chance and some understanding.
Everything.
Contact us
CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357. Registered in England. Registered number is 3224548. Registered office is 10 Lower Thames Street, London, EC3R 6AF. CBW Financial Planning Limited is a related business of CBW 2022 LLP. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
Production