I came into financial planning after spending the first part of my career following university, in recruitment. My father-in-law, who ran his own financial planning firm, saw that I had the potential to become a financial planner and encouraged me to leave my career in recruitment behind and study for my financial planning qualifications.
Starting as a self-employed adviser, I then drove the strategy to form what has since become Cordiner Wealth. My role is split between Managing Director and hands-on financial planner. As MD, I keep in regular communication with the team to discuss client cases and monitor client investment portfolios. As a financial planner, I prepare and review clients’ financial plans ahead of progress meetings, meet with clients and prospective clients and respond to any questions and queries that arise between meetings.
My specialisms include advising business owners, helping them to align their business and personal finances, retirement income planning – helping develop sustainable withdrawal strategies for clients at and in retirement – and Inheritance Tax planning.
- DipPFS – Diploma in Financial Planning (CII)
What do you enjoy most about your job?
Helping clients see the big picture and how they can achieve their goals and dreams.
It’s incredibly rewarding to know that our service brings peace of mind and clarity.
I love being able to simplify the complex and help people get their finances organised.
It’s also fantastic to work with such a tightly knit supportive team of dedicated experts.