About Me
As a Client Relationship Manager at Baggette + Co. Wealth Management, I’m dedicated to supporting our clients with a personal, responsive service. I manage day-to-day enquiries, ensuring everything runs smoothly and in line with regulatory standards. I’m the first point of contact for many, working closely with our advisers to support individuals, families, and business owners in achieving their financial goals.
I bring a strong focus on organisation, empathy, and clear communication. My commitment to building lasting relationships and truly understanding our clients’ needs helps create a supportive and trusted environment for every stage of their financial journey
My Professional Journey
Before joining Baggette + Co., I worked with institutional clients at a boutique asset management firm in London, where I gained valuable experience in investment operations within a fast-paced, high-standard environment. That role sparked my interest in building long-term client relationships and deepening my understanding of financial planning.
Moving to Poole offered the opportunity to bring that experience to a more personal, community-focused firm. I was drawn to Baggette + Co.’s values-driven approach and commitment to tailored advice.
I take pride in being approachable, dependable, and detail-oriented—qualities that help me support clients through every step of their financial journey.
What Drives Me in My Work
What drives me most in my role is building genuine, lasting relationships with our clients and making sure they feel supported and valued at every stage. I’m committed to delivering a seamless, reassuring experience — whether that’s answering a quick question or coordinating more complex planning needs.
At Baggette + Co., I love being part of a team that truly puts people first. There’s a strong sense of purpose here, and I take pride in upholding our high standards by being organised, proactive, and attentive to detail. Knowing that my role helps create trust and clarity for clients is what keeps me motivated every day.
Life Outside of Work
I live by the sea in Poole with my partner and our two energetic young boys, who keep me busy chasing after their many sports, hobbies, and adventures.
I also have a love for the beach, travel, and anything food related. I studied Patisserie at Le Cordon Bleu, so I’m a big fan of a sweet treat!