I initially joined the industry in 1991 starting with a major product provider as a Client Support Associate. I stayed with this company for over ten years, before I took a few years out to have my children and then returned to join one of the big four banks.
In 2010, I started at a national IFA firm transferring to their Manchester office in 2016. I had a short spell at a smaller IFA in Bolton but left there to re-join the corporate world again at Crowe Financial Planning UK in September 2021. During my years in the industry I have been a Team Leader, trained new recruits and now I am an Associate Paraplanner.
