Chartered Financial Planner

Angela has worked in Financial Services for over 28 years. She began her career working for Norwich Union in an administrative role, later running and managing a team of support staff in corporate pension administration.

In 1996 she took her first advisory role joining a local independent financial advisers where she developed her specialisms of complex pension work, investments, estate planning and trust work. She continues to work with many of those original clients to this day.

She is a Chartered Financial Planner as well as a Chartered Member of the Chartered Institute for Securities and Investment. She has worked with the local college running courses in financial planning as well as the Chartered Insurance Institute, the Institute of Financial Services and the Institute of Financial Planning in training roles and as an assistant examiner helping others achieve their qualifications and improve their knowledge.