I have worked in the financial services sector for over 9 years and my journey has been fundamental in helping me understand what financial advice is all about. I’ve advised clients for four years now, before that I wrote technical reports as a Paraplanner and started out way back when as an Administrator.
I’m a Chartered Financial Planner, the highest accolade for Financial Advisers in the UK. I’m incredibly proud of that but, in my view, the journey I’ve shared with hundreds of clients over the years is my most significant achievement.
After working for a firm with £600m under management, I set up an independent, family-run business in 2022. I wanted to put my clients first, create a community for them and help those that need it most, regardless of their position.
Outside of work, Danielle and I (the real boss of the business) enjoy travelling, restaurants, and weekends full of dog walks. Personally, I follow Nottingham Forest, boxing, golf, darts, and to be honest, most sports! I love discussing these hobbies with fellow clients, and sharing the experience with them.
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Food: Steak
Drink: A cold pint of lager
Hobby: Golf
Sports team: Nottingham Forest F.C.
Country to visit: South Africa
Music: Dance & Electronic
Film/TV Show: Peaky Blinders
Book: Shoe Dog - A Memoir by the Founder of Nike
Ben and I often talked over dinner about setting up a business together. His financial expertise and my background in customer-centric marketing seemed like the perfect fit for a financial planning firm that puts the client at the heart of its culture.
My role with Stephen Eve is to make sure clients are well looked after and their experience with us is exemplary. Whether that is through the documents you receive, the process of booking in for a review, how we present our advice, and the fun stuff like events.
I also manage business development and marketing - guiding how Stephen Eve grows whilst sticking to our values.
I have run my own consultancy, On The Dot Marketing, for over 4 years but I cut my teeth in the corporate world. Mainly working in the Loyalty Marketing team at Boots.
Outside of work, I love running, live music, and travelling with Ben. Oh, and the office pup, Sadie!
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Food: Mexican
Drink: Ginger Beer
Hobby: Running
Sports team: Newcastle United
Country to visit: Too many! South Africa, Spain, Italy, lots of places in South East Asia
Music: Most genres - from Dance to R&B to Indie Rock
Film/TV Show: Call The Midwife
Book: The Thursday Murder Club by Richard Osman
Following several years of experience as a Senior Client Administrator, my latest role as Paraplanner allows me to take the next step in the wealth management industry. In the past, my career has included roles at two successful financial advice companies, so I'm excited to bring my learnings to Stephen Eve.
Outside of work, I'm a huge football (Spurs) fan, enjoy staying fit, which includes playing football, and love vegan food.
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Food: Pizza
Drink: Pineapple Juice
Hobby: Football
Sports team: Tottenham Hotspur
Country to visit: Jamaica
Music: Anything!
Film/TV Show: Coach Carter
Book: Winning: The Unforgiving Race to Greatness
I have lots of experience in the financial services industry, having worked for large companies as well as SMEs.
For the first part of my career I spent time in the banking and insurance world where I originally worked for the Halifax Building Society and then moved over to Halifax Life. Following that I moved to Standard Life where I became the Administration Team Manager and, when that department relocated to Leeds, I moved into the IFA industry. From there, I have worked for two other independent financial advice businesses, and now I am excited to be a part of Stephen Eve Financial Planning.
My role mainly involves helping clients with any enquiries and supporting the team with advice implementation by processing compliance documentation, investment instructions, valuations and more.
My favourite part of the job is getting to know clients and helping them get on top of their finances. There is a lot to be said for feeling organised!
In my personal time I love watching football and support Nottingham Forest F.C. I also enjoy going on holiday as much as I can, both in the UK and abroad.
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Food: Greek or Italian
Drink: Half a lager and lime or a glass of white wine
Hobby: Watching Nottingham Forest F.C. and spending quality time with friends/family
Sports team: Nottingham Forest F.C.
Country to visit: Greece
Music: Soul/Motown
Film/TV Show: The Great Escape
Book: Crime/Thrillers
Bringing a bit of fun to the office, a guaranteed morale-booster, and (sometimes) a food pincher!
