Specialisms
About
I am a Director of both Menzies Wealth Management and MWM Employee Benefits with 30 years’ experience in Financial Services, specifically the Independent Financial Advisory sector. I am responsible for compliance oversight and focus on the training and development of our advisers. I am also responsible for our operations and supporting the team in ensuring we deliver outstanding client service.
I joined the executive management team in 2018 following a period as a non-executive director for Menzies Wealth Management.
At MWM we help clients plan, implement and maintain their financial goals and objectives.
If you would like to speak to one of our experienced Financial Planners, please feel free to contact me.