Originally from Beadnell, Northumberland and now living 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 run my own business. This route took me via Lloyds Bank and then to being invited to become a Partner at St. James's Place.
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.
Charity is also important to me and our business, we regularly take part in charity events where we can and we are proud to be associated with the St. James's Place Charitable Foundation.
My working life, now in excess of 10 years has been devoted to the financial services industry. I initially enjoyed 6 years at Santander, before moving on to Lloyds Bank. I had the privilege of managing corporate relationships with some of the UK’s largest retailers, but always sought to run my own financial advice practice. The motivation for this was borne out of the gradual withdrawal of face to face advice by the high street banks and building societies. This made advice harder to come by and I knew that I could provide a better service and the highest standards of advice to my clients.
I am committed to building lifelong client relationships founded on trust and centered on supporting and challenging my clients to achieve their goals. This is done through a breadth of specialist financial products and a commitment to maintaining the highest levels of knowledge.
At A & K Financial Management we are a family business who are delighted to say that many of our clients have been with us for some years and in turn feel confident to introduce us to their families, friends and colleagues. Our honesty, our integrity and our commitment to providing holistic financial advice in one place, has enabled us to grow the business to where it is today.
Finally, we are proud to be associated with the St. James's Place Charitable Foundation which actively supports local communities and charitable organisations. We have taken part in many fundraising activities such as the Great North Run in recent years, and we are always open to having clients involved in these activities if they wish!