I began my career in the financial services profession in 1997 and I have had the good fortune of developing my career and growing my Practice within the St. James’s Place Partnership. This has allowed me to gain a breath of knowledge and experience across different areas of financial advice while being supported by a highly regarded FTSE100 company. I have always taken the active stance to further develop my knowledge and skills within my profession to Chartered Status and also voluntarily putting myself forward to become SOLLA (Society of Later Life Advisers) licensed.
The majority of my clients have come to me through word-of-mouth recommendation and I believe it is through the dedication and discreet service and the level of advice that I provide to each and every one of them that has allowed me to build my business so strongly and successfully.
I often work alongside client’s own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.
Being of Italian origin and having lived in Italy for short time, I speak Italian fluently.
Outside of work my husband and I enjoy long walks, the opera and ballet, entertaining friends and family and of course visiting Italy!