I’ve worked at Retirement Planning since 2013, with a focus on investment administration and client service. In my role, I manage the operational side of client portfolios,from processing trades and maintaining accurate records to supporting financial advisors and ensuring everything runs smoothly behind the scenes.

What I truly enjoy is building relationships with clients. I love connecting with people, answering their questions, and helping them feel confident and supported as they plan for their future. I believe clear communication and trust are key in this industry, and I bring both professionalism and a personal touch to every interaction.

Outside of work, I enjoy spending quality time with my two children, Jack and Laila, walking our dog Axl, and socialising with friends. Whether it’s a family day out or catching up over coffee, I value the relationships in my life just as much as the ones I help clients build for retirement.