Louise is a Technical Team Leader, supporting the Financial Planners by creating tailored wealth managements solutions for our clients and handling client queries. Louise has worked in the industry for over 20 years, having spent most of her career working in London.

• Diploma in Financial Planning
• Currently working towards Chartered

• The Chartered Institute for Securities and Investment (CISI)
• The Chartered Insurance Institute (CII)
• The Personal Finance Society (PFS)

Building long term relationships with clients and helping them to achieve their goals.  I love to see the positive impact that we have on their lives.

I am passionate about helping others, both inside and outside of work.

The wonderful team that I get to work with every day.  We all share the same core values and care deeply about our clients and each other.

Outside of work I enjoy spending time with my young family.  I enjoy running and have completed 5 marathons so far,  I feel like I still have a few more left in me yet!