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 two black Labradors, so plenty of walking, and I am also fortunate to have my family living locally to me.
Director of Operations
Qualifications: ILM Level 5 in Leadership & Management | Currently studying towards Level 7 in Leadership & Management | IOSH
I have worked within the Financial Services industry for almost four 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.
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 my marketing work in the financial sector.
I enjoy helping create great marketing so that more people engage with their money.
Group Accounts Manager
Qualifications: Currently studying for Level 2 AAT
Following ten years working in Income and Credit Control, joining UNIQ and the Financial Services industry is a new challenge for me. My role focuses on the number work, including reporting and commission reconciliation, which is where my strengths lie.
In my spare time, I enjoy days out with my husband and son, cooking and going to see live music.
Client Services Manager
Qualifications: CIFA 1, 2 & 3, CeMAP
I have worked in the Financial Services industry for the last 27 years, the last 15 as a Mortgage and Protection Advisor. As well as providing professional financial advice, customer service has always been of utmost importance in my role. The experience I have gained from the industry has given me a passion for providing customer excellence and I am proud to bring this quality to UNIQ.
In my spare time, I like to spend time with my family, socialise with friends, attend musical and theatre events, and sing with my choir.
Qualifications: Working towards becoming a Level 4 Qualified Paraplanner
I joined the Financial Services Industry almost four years ago after leaving Hospitality work and have thoroughly enjoyed my experiences so far. Whilst currently employed in an administrative role, I am working towards becoming a Level 4 Qualified Paraplanner and am undertaking some of the responsibilities of a trainee Paraplanner on a daily basis to gain more experience in the role. What I am enjoying most so far is ensuring that all clients’ investments transition as smoothly as possible during transfer, and liaising with both clients and providers during this time.
Outside of work I am active mum and I enjoy weekends with my daughter, as well as keeping physically fit by bouldering, hiking or getting to the gym.
Client Relationship Manager
I joined UNIQ in September 2017 having worked in my last company for over 22 years as an Administrator then Personal Assistant for a large company.
The transition from working with customers to now working with clients has been something I have enjoyed the most. I work in the UNIQ Bristol Office making sure everything runs smoothly and I love meeting and greeting our clients and making sure the Planners have everything they need for their meetings.
One of my main duties is contacting the clients when their meetings are due and making sure their paperwork is returned in a timely manner so that I can then book them in for their annual meeting.
In my spare time: I love to keep myself busy. My deep passion is in re-cycling old furniture and materials and giving them a new life. History is another interest and I love to visit old cities as well as old English churches. This pastime helps to involve my love of walking. In addition, I am a keen cook and love entertaining with my family and friends.
Qualifications: Diploma in Regulated Financial Planning, Qualified Pension Specialist
I have worked in financial services for over 25 years in various roles including financial adviser, training and competence manager, life office consultant, sales manager and compliance officer. I have worked for large national advice firms as well small regional firms and UK life offices including Legal & General and Royal London, all of which have helped to build the knowledge and experience that now bring to UNIQ Family Wealth.
I settled on paraplanning as my preferred role in 2013 after returning from 3 years living in Germany working outside of financial services. I have an analytical mind and eye for detail that are key traits when undertaking research and writing reports.
In my spare time I am an Explorer Scout leader, which keeps me very busy running a program of activities to keep a group of 14 to 18 year olds engaged and teaching them skills for life. Scouting gets me outdoors a lot, but I also enjoy camping and bush craft together with my wife.
If you are a fan of the TV quiz show Pointless, I was on the pilot series and went on to win, so I am the proud owner of a Pointless trophy!