I am one of the founding Partners of Beals Wealth Management (in 1995) and a current director. I take responsibility for the Financial Services division of the business and I am still an active Financial Planner looking after a number of clients.

I started my career after leaving 6th form by joining a local firm of estate agents and progressed through the ranks to be their youngest office manager. It was clear at this early age that my interests were in Financial Services rather than estate agency and I quickly moved into this as a career.

I take pride in my staff delivering a professional and timely service, with the primary focus on creating a bespoke plan for clients to help them achieve their financial goals. That plan is then monitored to ensure goals are achieved and any changes that are required are dealt with promptly.

My strong belief is that this approach leads to long term profitable relationships for all concerned.