Chartered Financial Planner
What inspires you to
work at Woodgate every day?
Ever since I started in the industry, I have worked hard to try and gain as much knowledge and experience as possible. Working at Woodgate gives me the opportunity to put this into practice and help our clients achieve the things that are most important to them in life.
Everyone’s personal circumstances are different, and no day is the same which keeps me constantly on my toes. As a Chartered Financial Planner, I’m passionate about helping clients from all backgrounds understand their financial situation in a clear and understandable way.
I have seen first-hand how having a robust financial plan in place gives people reassurance and peace of mind so they don’t have to worry about their future. Woodgate's values and drive means we are all working towards providing the best service for our clients, so I am proud to be part of this team.