I joined NOW in June 2023. In my new role I lead the Paraplanner and Client Services Team. It’s an exciting time to join the NOW family; there is a lot of positivity in the air, new opportunities for clients and colleagues alike. I’m eager to contribute my experience and be part of the Growth.
My background is predominantly within the Legal Sector. Financial planning is a natural next step, as it has similar levels of regularity, but more chance to impact and make a real difference to clients. I wanted something more local, as I have two young children and NOW is the perfect fit.
In my spare time I try to be outdoors as much as I can, and by water if possible! I love anything food related and also travel. I try to explore new tastes and places whenever I can work this around my children’s social lives.
At a glance: Markets experienced broadly positive performance last quarter Although there were bank failures, this hasn’t led to a wider sector collapse, and diversification helped smooth some of the volatility this…
At a glance The difficult economic forecast in 2023 means that more companies will face scale-backs or closure. Using reliable cash-flow data will provide early information on financial problems, so you can…
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