Experience

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  St. James's Place Wealth Management Group

  • Grantham, Lincolnshire

  • Associate Partner Practice

    • Dec 2016 - Mar 2024
    • Grantham, Lincolnshire

    At Masons Wealth, we don't offer a transactional based service, we are more of a financial life coach offering a values based approach to financial planning to help our clients achieve what they want most. A life well lived, financial independence, financial security and real peace of mind in...

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  South Kesteven District Council

  • United Kingdom
  • Government Administration
  • 200 - 300 Employee

  • Cabinet Member for Communities, Health & Wellbeing

    • Feb 2020 - May 2023

    I was asked to join the Cabinet of South Kesteven District Council in May 2020 and I jumped at the chance. I absolutely love working with the local communities and the volunteer sector to provide joined up thinking for the residents of South Kesteven. Even though I continued to run my own business and serve my clients, so my free time has got even less, I find the role to be very fulfilling and achieves my aim of serving the community.

  • District Councillor

    • May 2019 - May 2023

    I was thrilled to be elected as a District Councillor in the 2019 elections for the St. Vincents Ward in Grantham. I love giving back to the Community and as a Leader in my local area, giving a voice to the residents of St. Vincents Ward is very important to me.

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  Rutland Financial Services

  • United Kingdom
  • Financial Services
  • 1 - 100 Employee

  • Independent Retirement Specialist

    • Mar 2015 - Nov 2016

    I joined Rutland Financial Services on 30th March 2015 as an Independent Retirement Specialist, having clients all over the UK, mainly in London, Stamford, Rutland, Lincolnshire. Specialist in Auto Enrolment, Pension Freedoms and Later Life Planning as well as offering holistic financial planning from the whole of market in most areas. The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

  • Independent Financial Adviser

    • Apr 2004 - Mar 2015

    I had overall responsibility for the Small Self Administered Schemes currently administered by the firm and our Corporate Trustee, Castlegate Trustees Limited. Being a General Practitioner, I offered a holisitic approach to financial planning for all my clients.

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  Home

  • Full Time Mother

    • Nov 1996 - Mar 2004

    A very busy job. I was fortunate to be able to stay at home until my son settled into school and for the first couple of years of his schooling I enjoyed helping out at the school and the PTA.

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  Clerical Medical

  • Systems Trainer

    • 1990 - 1996

    I covered the South East of the country, responsible for the training and development of 120 staff at various offices.

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  Zurich Financial Services

  • PA

    • 1987 - 1990