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Welcome and Thank you for taking the time to review my profile. I am based in Hitchin, Hertfordshire, Chartered Wealth Manager and Branch Principal of Raymond James, Hitchin.
I help my clients use their savings and investments to give them the choices to create the life that they want. This can be as simple as building up savings for the family, using both ISAs and pensions to plan for or enhance retirement or safeguard assets for future generations using Trusts. I love how simple wealth management makes such a significant difference. I am particularly keen on empowering women to understand more about their money, to feel confident in making financial decisions and to take advantages of investing for their future.
In particular, I will help you to: • Create a plan that evolves with you • Build up savings and investments if you have not yet done so • Review your current ISAs or pensions to make sure they are producing the returns you deserve • Manage your investments to ensure they remain on track • Give you the peace of mind that your investments are in safe hands
Our team is passionate about working directly with clients and also for the clients of solicitors and accountants where we can provide a specialist investment service. Networking is a key part of my role as I am an enthusiastic supporter of my peer group and delight in opportunities to assist them to build-up their own money pots. Many people often say to me "But I'm not Wealthy, I don't have anything to invest", "I'm afraid I'm not doing the right things with my money." "I don't want to be burdened with details.", "I need to talk to someone who knows what they're talking about." You’d be surprised at what you do have and the potential of what you could have. Please don’t hesitate in contacting me so I can give you the guidance you need, before you need it.
I live in Hitchin with my partner Jen. Outside of work, I am a fan of football, F1 and fitness.
What Our Members Say
I have connected with lots of new people which wouldn't have happened had it not been for WIBN. I highly recommend joining to help you grow your network and develop your business"
Joanna Lorente-Chapman
King's Cross Group
“Every year, the revenue generated through networking and the connections I’ve made via WIBN has increased year on year”
Anne Iarchy
Golders Green & Finchley Group
"WIBN has been integral in my business growing from strength to strength through the networking of like-minded women. I have gained business and referrals that have been profitable and had the opportunity to make connections
that have been beneficial and hopefully have been able to do the same for other members."
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