Owner of the business and qualified Financial Planner. I have a strong passion for Retirement Planning and Investments. I strive to deliver the best experience for my clients. I am focused on the development of my team here at Newbridge as I believe that a strong team sets us apart in delivering excellence in client experience. We are the number one rated financial advisory firm in the Belfast area on Vouched For (the online referral tool). We believe that this is due to our outstanding reputation for client services and crucial, individual reviews from clients that we have conducted business with.

As a qualified financial planner, I specialise in helping professionals and families build and track long-term financial plans.  I am committed to ensuring our clients recognise the true value of financial planning, not just the plan itself. After all, no strategy remains unchanged when faced with real-world challenges. 

I work closely with clients to develop tailored strategies for retirement planning, investment growth and tax efficiency.  I also work with business owners to address their needs and develop their employee benefits packages.

As Client Liaison Manager and Executive Assistant to the Managing Director, I am the first point of contact for our clients; from initial meeting throughout the ongoing relationship – ensuring our clients are at the heart of everything we do.

Beyond my core responsibilities, I work alongside the Newbridge Team to manage our social media presence as well as promotion via publications and public events. I enjoy working with organisations and charities to further Newbridge’s Corporate Responsibility profile, as well as with fellow business in support of local SMEs.

Before joining Newbridge in July 2017, my career focussed strongly on administrative and client support, coordination and delivery of training, as well as social, academic and professional events.  Newbridge has encouraged and supported me to build on my experience, by completing a number of courses to enhance my skill set, such as:  Customer Relationship Management; Project Management; Office Management and Supervision Skills.  I have most recently completed the ILM Diploma in Management.

In my spare time, I enjoy being at home with my husband, son, dogs and chickens. I am an avid reader of literary fiction and a music enthusiast, with a life-long interest in equestrian activities.

Since joining the Newbridge team in August 2021, my role has evolved from carrying out essential office tasks to supporting the team, with comprehensive administrative duties.

I am committed to organisational excellence and operational efficiency. Collaborating closely with the team, I play a key role in implementing streamlined administrative systems and enhancing workflow processes.

With professionalism and respect for confidentiality, I help ensure the seamless functioning of day-to-day operations. Behind the scenes, I take pride in creating the stability and structure that allows our clients to receive exceptional service without disruption.

Away from work, my time is spent with my young-teen children and dogs. When I get some quiet time to myself – you’ll often find me knee-deep in a true crime series – I love a good whodunnit (especially when it’s real).