I am a Director of Wollens Financial Planning Ltd, based at the South Devon office and have spent nearly 30 years providing independent, specialist advice to private clients, charities and trusts. I qualified as a Certified Financial Planner in 2007 (being the highest qualification for financial planning globally) and have served as board member of the Institute of Financial Planning and Chartered Institute of Securities and Investments (‘CISI’) and also Chaired the CISI Financial Planning forum. I am currently a board appointed trustee of the Paradigm Norton Employee Owned Trust (EOT).
Outside of work
I love to travel and enjoy van life in the UK and am intentional about living the advice I give to clients – that whilst money is important, embracing the life we have is more so and therefore our money should support the life we want, both now and into the future.