Meet The Team
The UK’s top Financial Planners, technical experts and support staff.
Founder & Managing Director
Qualifications: MSc(Econ) Certified Financial Planner, Chartered FCSI, Qualified Pension Specialist, Chartered Wealth Manager
I founded UNIQ Family Wealth, with a distinct family focus, drawing on my experience of owning a Financial Planning practice for 17 years. “It’s difficult to advise individuals in isolation; family issues, succession and cascading wealth often need to be addressed. It made sense to create a firm to provide such a service.”
In my spare time I enjoy being with my growing family, dance, music, skiing and entertaining.
Financial Planning Director
Qualifications: LLB Law, Certified Financial Planner, MCSI, Chartered Wealth Manager
I am a Certified Financial Planner and joined the UNIQ Family Wealth team as Financial Planning Director. Responsible for the professional standards of UNIQ’s Financial Planning services, whilst advising my own private clients and family businesses on how to build and enjoy their wealth.
In my spare time, I am a keen baker and enjoy going to music concerts and the theatre.
Senior Financial Planner
Qualifications: Diploma in Financial Planning
I have over 40 years’ experience in Financial Services and was previously a Director and founder of Morgan Stone Independent.
Now, as a Senior Financial Planner, with UNIQ I shall continue to advise both Morgan Stone clients and new ones. My aim is to cover all aspects of Financial Planning, ensuring clients have the very information they need to make the right decisions for them to achieve their goals and live well throughout their lifetimes.
I love to travel, have 2 black Labradors, so plenty of walking, and I am also fortunate to have my family living locally to me.
Qualifications: BA (Hons), Certified Financial Planner, Chartered Financial Planner
I have 20 years’ experience of working with individuals, families and small businesses to help them take control of their finances and plan for the future by reducing their tax bill, plan for retirement and secure their wealth for the next generation.
Outside of work I am a fan of the arts and I keep active with tennis, squash, the gym, travel and socialising.
Qualifications: Advanced Mortgage Advice, CeMAP, Equity release & Lifetime mortgages, Financial Planning Certificate
I have worked in the financial services industry for over 17 years, initially with the Cooperative Insurance Services and over the years have gained considerable expertise and knowledge in mortgage broking. So much so, thatI now specialise in Mortgage Advice particularly residential and investment mortgages.
When not working, I like to travel, enjoying holidays abroad and socialising with friends. I also love watching football.
Qualifications: ILM HR Skills for Line Managers
I have worked within the Financial Services industry for almost 4 years and have over 11 years’ experience in management. Within my role I oversee the general smooth running of the office ensuring we provide a seamless service end to end. Human Resources is a big part of my role.
I am a busy working mum and enjoy quality time with family and socialising with friends.
Senior Technical Manager & Paraplanner
Qualifications: Diploma in Regulated Financial Planning.
I have worked within the Financial Services industry for 10 years. I have a keen eye for detail and enjoy the research and analysis part of my job, which enables me to work out the best outcome for our clients. I also enjoy the challenges and variety that comes with being a Paraplanner.
In my spare time I love to travel. I also enjoy spending time with my family and friends, going to the theatre and I am partial to an afternoon tea and spa day.
Qualifications: Diploma in Financial Planning
I have over 37 years’ experience in Financial Services & expertise in front line Financial Planning. I am qualified with Diploma in Financial Planning. My role with UNIQ is client liaison and communication, where my strengths lie.
I enjoy spending time with family, friends, swimming and good crime novels. Retail therapy also features on the agenda!
I'm delighted to serve on the Board of Governors at a local primary school attended by my granddaughters.
Non Executive Director
Qualifications: BSc (Hons)
A highly skilled professional complemented by strong analytical and problem solving skills. Successful experience in identifying and targeting new customers and developing existing customers. Ambitious, with a proven track record of personal performance and achievement both working in and managing teams across a broad range of commercial areas.
I bring a different view point to the board to help steer strategy and growth.
Following a career immersed in Financial Services and Marketing at Lloyds, AXA Wealth and the Bath Executive MBA scheme – I have built specialist expertise and a strong reputation for her marketing work in the financial sector.
I enjoy helping create great marketing so that more people engage with their money.
Qualifications: Diploma in Regulated Financial Planning
I have over 4 years’ experience in Financial Services. I very much enjoy the research and analysis required within my role. My job satisfaction comes from knowing we have provided our clients with the best solutions for their financial planning needs. I am now intent on gaining the Advanced Diploma in Financial Planning, and have started to take the relevant examinations.
In between studying, I like to make the most of my spare time socialising with family and friends. I enjoy travelling to new destinations each year, trying out new restaurants and keeping fit.
Junior Trainee Paraplanner
I am new to the Financial Services , but am looking forward to the challenge ahead. I am particularly excited about learning the technical aspect of my role, improving my people skills and also obtaining professional qualifications along the way.
Outside of work, I enjoy going out with my friends, spending time with family and eating good food.