About Me
I started at Baggette & Co. in September 2025 as a Client Relationship Manager. In this role, I work closely with Advisers and Paraplanners to ensure a seamless client experience and that clients feel well supported throughout their financial planning journey, from start to finish.
Some of my main responsibilities include submitting new and existing business for clients and liaising with product providers.
I am a main point of contact for clients should they have any questions or issues. I am passionate about delivering a service that is not only professional, but also approachable and truly client-focused.
My Professional Background
I began my career in the tax and accounting industry before moving into financial services, where my interest in financial planning continued to grow. Most recently, I worked within a financial advice network, initially as a Wealth Adoption Consultant, partnering closely with advisers to implement a new CRM system while also completing my Financial Planning Diploma in 2022.
Over the past three years, I worked within the network’s Authorised Corporate Directive, developing a strong understanding of fund management and trading cycles. I enjoy challenging myself to continually expand my knowledge and have earned several qualifications along the way, including the Investment Management Certificate and the CFA Certificate in ESG Investing. I am highly motivated to continue my professional development and look forward to working towards my Chartered Independent Financial Adviser qualification in the future.
What Drives Me in My Work
I love helping clients and making their experience as smooth and enjoyable as possible. I believe in treating people with respect and care, building genuine relationships, and supporting clients as they gain a clearer understanding of their financial future, whilst always aiming to make their day a little brighter.
I have a strong aspiration to become a Financial Adviser, where I can continue to guide people in making confident financial decisions.
Life Outside of Work
Outside of work, I love going running or walking and discovering new places in Dorset with my partner. We recently moved here in September 2025, so we are still uncovering new sights and locations. We especially enjoy finding new brunch spots for Sunday mornings and are also partial to a good wine bar now and then.
I really enjoy spending time with my friends and my partner, but I also love getting lost in a good book.
I am always keen to try new sports and hobbies. I took up snowboarding last year and have recently started sea swimming, which is definitely refreshing in this colder weather.