Personal Profile:After a career in Secondary Maths Education, I undertook my Financial Planning qualifications and qualified in May 2024, gaining a distinction. I am now continuing my journey to become Chartered, and I have already passed several optional exams with more planned for the coming months. Having previously prided myself on building positive relationships with my students and their parents, I now build long term relationships with my clients. I am passionate about making a difference to the people I support ensuring I am someone they can trust and rely on. I provide holistic financial planning to my clients helping them to create wealth, reduce their personal, business and inheritance tax, and advise on pensions, saving and protection. Through my planning and advice, I help people achieve their goals and aspirations both now and in the future. I can empathize with my clients because I have been in the same position as them previously having made decisions about my own finances without the knowledge that I now have. I can use my ability to break things down and explain to take them through what their options are and how they can maximise what they have. In my spare time I am a wife and Mum to my beautiful son. I love animals and live on a small holding where I am lucky enough to have horses, dogs, sheep, and chickens. As a family we enjoy riding and competing as well as occasionally breeding and then bringing on the young horses. Family is hugely important to me, and I love my time with them all. My husband and I also volunteer at our local cricket club helping to run the under 8’s weekly cricket. Key Skills: • Verbal communication skills including presentation and content delivery • Interpersonal Skills • Time and workload management• Deep understanding of mathematics with the ability to explain it and think analytically. • Objective and goal setting • IT literate • Leadership• Robust in challenging situations