Profile

I found my way to Wealth Matters in March 2021, where I started as a Client Relationship Manager, having recently relocated back to the UK with my family after spending the previous 11 years living in Melbourne.

While I was living in Melbourne, I attended university and gained a First in my Bachelor of Accounting.  Shortly after this, I began working as an Accountant, only to find I didn’t enjoy it!  I decided to return to what I liked doing best – administration, specifically in the Financial Services sector.  This is where I worked for several years just prior to our move back to the UK.  It was a happy balance between administration and using my accounting degree.

In my early working life, I went to night college whilst working full time, and gained a distinction for my Diploma in Business and Finance.  Looking back on this now, I realise this is where I discovered my love for a structured work life which I still enjoy today.

It has been a delight joining the Wealth Matters team and even after 30 years of administration experience, I am still learning new things.

My two grown up children have both left home, leaving my husband and me as empty nesters.  I would have them believe the house is not the same without them, but I do love the tidiness!  I have plenty to keep me busy when not working, which includes travelling, playing sport (badly, but top marks for effort!) and seeing our friends and family.

Qualifications

• Diploma in Business and Finance
• BA Hons degree in Accounting

Telephone: 01582 720511

Email: ali@wealth-matters.co.uk