Who says finance can’t be empowering?
Financial planning empowers people to take control of their finances and build a solid foundation for a prosperous future. So, as a financial planner, I guide individuals through the intricacies of retirement, investment, estate, and tax planning, particularly as they approach or enter retirement age.
Each day, I help families and individuals protect their wealth now and for future generations. I also offer budgeting guidance to those aiming to buy their first home, or plan for those unexpected and expected expenses. I work diligently to simplify financial matters for all my clients.
With women making up just around 17% of FCA-approved individuals, gender diversity remains low across the industry; my role as a female financial planner is therefore particularly significant. My mission is to support and empower women through various life stages, including the complex process of divorce or losing a partner. I bring first-hand understanding and empathy to guide others through similar challenges.
You can also find me on my blog, “Prosper with Clarity”, where I equip people with the knowledge necessary to make well-informed financial decisions.
However, I couldn’t do this work alone and I am supported by a wonderful team:
- Ryan Edwards has been part of my practice for several years and is now a fully qualified Financial Adviser. As the youngest Partner in Foster Denovo, qualifying before the age of 25, Ryan has demonstrated exceptional drive, dedication and commitment to supporting me and my clients. He plays a key role in the practice, handling technical work and providing clients with expert advice.
- Megan Page is our Senior Client Administrator. She manages all aspects of administration, working closely with clients and providers to help ensure everything runs smoothly and efficiently.
- Josiah Agbandje is our Junior Client Administrator, supporting Megan with daily administrative tasks and helping to keep the practice operating seamlessly.
- Mark Bailey is our Paraplanner. He oversees the technical aspects of our work, ensuring that our advice complies with regulatory standards and always serves the best interests of our clients.