Some U.S. state privacy laws offer their residents specific consumer privacy rights, which we respect as described in our privacy policy. To opt-out of our making available to third parties information relating to cookies and similar technologies for advertising purposes, select "Decline all". To exercise other rights you may have related to cookies, select “Manage settings".
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.
