Client Relationship Manager
“It’s nice to know our work behind the scenes helps clients achieve their goals. It gives me a great sense of satisfaction. I also love the great team we have here at Wealth Matters.”
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.
- Diploma in Business and Finance
- BA Hons degree in Accounting
Telephone: 01582 720511