My passion for financial advice stems from my desire to provide accessible, easy to understand solutions for my clients whilst developing long term relationships built on trust and a commitment to delivering the highest standards of service.
At A&K Financial Management, we are proud that many of our clients have known us for some years and actively recommend our service to their family members, friends and colleagues. It is our clients that have allowed us to develop a successful business.
I am originally from Beadnell, Northumberland and now live in Whitley bay with my husband Karl, our daughter Hollie, and our dog Alfie.
After leaving school in Alnwick, I began my career in the financial services industry. Initially working at Newcastle Building Society and working up to branch manager level before leaving to pursue my goal of becoming a financial adviser and ultimately running my own business. This route took me via Lloyds Bank and, from there, to being invited to become a Partner at St. James's Place.
Charity is also important to me and our business. We regularly take part in charity events where we are proud to be associated with the St. James's Place Charitable Foundation.
Having dealt with Aimee for financial advice some time ago, on the back of a recommendation, I asked Aimee for some advice on investing a small inheritance. I wanted to make this money work to help with retirement planning. Aimee came to see me at home. She was very friendly and understood exactly w...
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.