I joined Pilgrim Financial Planning in 2016 because of the company’s ethics and the way they look after clients. I enjoy working with people from all walks of life – helping them to use their pensions, savings and investments to create the life they want, and gain such pleasure seeing how their finances can empower them.

With a degree in European Business and having I previously worked in Corporate Communications I try to demystify investing for clients. I am an advocate of investing sustainably as while this is not for everyone it is important clients have a choice in how they invest.

I am a part of the Wells Dementia Action Alliance – a charity that Pilgrim Financial Planning was instrumental in setting up. The charity’s aim is to make Wells a Dementia Friendly City.

Having had an organic small holding with a menagerie of animals, I enjoy being outdoors be it gardening (preferably vegetables!), cycling or walking our dog.  We also love food and enjoy the great produce Somerset has to offer.

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