- Bristol Office
Can you describe your current role and responsibilities?
I am a Financial Adviser working across all areas of personal finance and I’m a qualified Long Term Care Adviser allowing me to offer a full advice service to those navigating care home funding. I enjoy helping clients establish and work towards their goals and objectives both in the immediate future, and through to retirement.
What has been your journey so far?
My journey in the financial services industry began in 2015 when I joined Digby Associates as an administrator, soon progressing to becoming a qualified Financial Planner. I have since undertaken further studies to become a Chartered Financial Planner.
What do you enjoy most about working in your field?
I enjoy meeting clients and helping them make plans to reach their goals, from providing for their families to being able to take dream holidays in retirement.
What’s a fun fact about you or an interesting hobby you enjoy?
I am a keen traveller, both in the UK and abroad, enjoy playing football and once skydived over the Great Barrier Reef.
Connect
If you’d like to connect with Imogen please do so on her LinkedIn.