About Me
I am a Senior Paraplanner with a genuine focus on supporting clients and getting the details right. With years of experience in financial planning, I take pride in producing accurate, thoughtful advice documents that help clients feel confident about their financial future.
I work closely with advisers to ensure every recommendation truly reflects each client’s goals and circumstances. Whether it’s delving into the technical side or simply making the process smoother for everyone involved, I bring expertise and care to every part of the job.
My Professional Background
I have over 15 years of experience across paraplanning, investment support, and operational roles. I have been with Baggette + Co. for over nine years, steadily progressing from Client Servicing Agent to Senior Paraplanner. In this role, I combine technical expertise with a client-focused approach, supporting advisers in delivering accurate, compliant, and personalised financial plans.
Before joining Baggette + Co., I gained valuable industry experience at several respected firms, including Charles Stanley, Williams de Broë, and JPMorgan Chase. These roles, ranging from Operations Administrator to Trainee Investment Adviser, provided a strong foundation in financial markets, client servicing, and operational efficiency.
I hold the Investment Advice Diploma with the CISI, as well as a Diploma in Financial Planning with the CII, and I am currently studying towards the CII Advanced Diploma in Financial Planning.
What Drives Me in My Role
I care about helping clients feel confident and supported, knowing that their financial plans aren’t just paperwork, but something they can rely on.
At Baggette + Co., I love being part of a team that truly puts people first. The open, supportive culture and the opportunity to keep learning make it a great place to grow and make a difference every day.
In my role, I take pride in getting the details right, ensuring all advice is carefully checked and compliant. This attention to detail helps the whole team deliver the high-quality, trustworthy service that clients expect and deserve.
Life Outside of Work
Outside of work, I love spending time with my husband and two daughters. We enjoy exploring the Dorset countryside and spending time at our beach hut at Branksome Beach.