Meet The TeamWe are committed to providing you with a personalised service, which will give you peace of mind that your finances are in very safe hands.
In my spare time I am a big fan of the Belfast Giants and heading out on my motorbike when weather permits.
I am the Senior Paraplanner/Pension Specialist at Newbridge, supervising our team of experienced and talented paraplanners, giving us the opportunity to use and build on existing experience and knowledge to simplify solutions and deliver peace of mind for our clients. I manage, review and closely monitor our bespoke Newbridge Investment Portfolios, ensuring that our clients’ funds are working hard for them. I also work with Gareth on the more complex pieces of work.
I have over 20 years financial services experience and have worked for several financial firms throughout my career. Newbridge stands apart and has demonstrated a level of dedication to our clients, professionalism and team spirit that is unrivalled. I thoroughly enjoy being part of this team, working together to achieve and maintain our clients’ financial goals.
I hold the Chartered Insurance Institute’s Certificate in Mortgage Advice, Certificates in Life & Pensions and Financial Services Operations. I have Awards in Financial Services Administration (Life & Pensions) as well as the Level 4 Award in Pensions Update.
I am currently working towards the Diploma in Financial Planning, specialising in Retirement Planning and Pension Transfers. I have recently passed the Advanced Level 6 Pension Transfers exam and Level 4 Investment Principles & Risk Exam having already passed the Level 4 Retirement Planning and Pension Update exams.
I also hold the ILM Certificate in Leadership and Management through Belfast Metropolitan College and am looking forward to continuing my journey to becoming CII Chartered with the educational support provided by Newbridge.
I am a mother of 17 and 6-year-old boys, so I don’t have much spare time between work, family life and studying but I do enjoy relaxing with a good book, walks by the sea and the good company of friends and family.
I am delighted to say that I am now part of the Paraplanning team with Newbridge Financial Planning. I was attracted to Newbridge for many reasons, the professionalism, the talent and expertise of the whole team but what impressed me most was how important their clients are. They are placed at the heart of everything and this is my number one priority too.
Having achieved QCF Level 4 Diploma I am hoping to continue to study and achieve chartered status.
Trainee Mortgage Adviser/Paraplanner
My background is focused mainly within customer services, and I have now been working within the financial services sector for almost three years, building up my technical knowledge and utilising my existing customer relationship management skills.
In my spare time, I enjoy going to the gym and focusing my time on my studies.
PA to Managing Director
In addition to my main role, 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.
Outside of work, I am active in the small business community; attending various artisan markets throughout the year. I am also part of a voluntary committee for my home town’s local community group; a registered charity who’s aim is to develop and support a spirit of community as well as create a sense of pride in the town which participants live and work. In my spare time, I enjoy being at home with my husband, grown son and three dogs. I am an avid reader of literary fiction and a music enthusiast, with a life-long interest in equestrian activities.
Newbridge Financial Planning recognise the importance of further studies and are currently supporting me on my journey to becoming chartered.
In my spare time I enjoy being at home with my husband, young child and our family dog. I also enjoy CrossFit.
My background is focused mainly within a client relationship building capacity, and I have now been working within the financial services sector for almost a year, building up my technical knowledge and utilising my existing customer relationship management skills.
In my spare time, I enjoy going to the gym, watching sport and I am getting married next summer.