Introduction
I joined WAY in 2024 to lead the Trust Operations Team. At the helm of the Trust Team, I drive the administration and management of our unique range of trusts alongside our professional Trustee Service. I’ll be playing a pivotal role in shaping the future of our trust services by integrating cutting-edge technology and continuously refining processes. I am committed to delivering exceptional customer service to our clients and intermediary partners, optimising operational efficiency, and ensuring full compliance with legal and regulatory requirements.
Professional Background
Since beginning my career as a Financial Adviser in 1999, I have amassed over 25 years of specialist wealth management experience, including inheritance tax planning. Prior to joining Way Trustees, I held senior positions at a major international bank, including roles overseeing global sales quality and internal audit. My qualifications include a BA (Hons) in Business and Law and the CII Diploma in Regulated >Financial Planning.
Personal Touch
I live in Dorset, where my family is originally from. I have a 13-year-old son and enjoy competitive running and regularly compete in park runs and half marathons.