Fiona is a Chartered Associate of the London Institute of Banking & Finance and Society of Trusts & Estates Practitioner Affiliate.
Since commencing work within the Financial Services Industry over 24 years ago, Fiona has been committed to excellence and professional development, achieving an extensive range of qualifications, which enables her clients to benefit from Adviser continuity in all aspects of their Financial Advice journey.
Fiona is proud to be a respected adviser to individuals, families, trustees, and business owners who inspire and enable her to ensure they achieve their financial goals right throughout their entire lifecycle from cradle to beyond the grave. She is best known for simplifying complex and technical aspects of advice and for being easy to do business with.
Away from work, Fiona likes to socialise with family and friends, particularly enjoying spending as much time outdoors as possible.
Testimonial
"Fiona was highly professional and put in an enormous amount of time and effort preparing reports for me, holding meetings at my convenience. She was understanding of the fact that I had no financial background and went out her way to use everyday terminology for my ease. I would not hesitate to recommend her."
Anonymous
