My role
I am a Financial Planner and responsible for advising and looking after both private and corporate clients. I advise in areas such as retirement and investment planning, protection, inheritance tax planning and estate planning. I enjoy helping clients work towards their goals and creating the lifestyle they have always had in mind.
My journey
I joined Digby Associates back in 2008, initially as an Office Junior before working up the ranks as administrator, then Paraplanner before qualifying to become an adviser back in 2018. I have a keen interest in cash flow modelling and helping clients visualise what their retirement could look like, are there funds sustainable and in line with their goals and so on.
What I enjoy
I enjoy helping clients work towards their goals, whether that be many years into the future or shorter term. I enjoy listening and learning about my clients, their families and their experiences of investing so far. I also enjoy working as part of a long-established firm, with adviser colleagues who have mainly qualified together and we have an excellent team ethic.
Outside work
I have two young children 6 & 4 and my free time is taken up a lot with family time which I wouldn't have any other way as that is what I enjoy doing the most. We enjoy family trips and holidays to different destinations.
Besides my family I am a West Ham United supporter and once a month tend to enjoy the fact we have won a game!
What Digby Associates can help with
Find out more about our services.