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 crucially individual reviews from clients that we have conducted business with.

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 have worked in Financial Services for a number of years starting as a Personal Banker with Northern Bank a little over 20 years ago. I have always worked closely with all of my clients, they are the most important part of my job.

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.

I am currently training to be a mortgage adviser at Newbridge Financial Planning Ltd, and am responsible for ensuring our clients are provided with high levels of customer service throughout the client’s experience.

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.

As PA to the Managing Director, I am the first point of contact; from initial meeting through the ongoing relationship, managing Gareth’s diary – ensuring our clients are at the heart of everything we do.

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.

I started in Financial Services over ten years ago after completing a degree in Business Studies. I went on to obtain a Certificate in Mortgage Advice and Practice and Level 4 Diploma in Financial Planning.

Newbridge Financial Planning recognise the importance of further studies and are currently supporting me on my journey to becoming chartered.

I am a trainee paraplanner at Newbridge Financial Planning Ltd and am responsible for assisting with the paraplanning duties that are carried out for our clients.

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.