Independent Financial Adviser/Partner
Vicki has gained over 25 years’ experience within Banking, Independent Financial Advice and Wealth Management within a St James’s Place partnership practice before returning to being an Independent Financial Adviser.
Her philosophy focuses on working closely with her clients to become the “long term adviser” as she feels all too many times, companies seek to offer the service to too many clients, not necessarily delivering what has been promised.
She feels particularly passionate about providing all of her clients with a clear understanding of how tailored advice, can address their requirements or needs on an individual basis. Experience tells her, clients enjoy continuity with their adviser and are independent and so she feels independent advice and solutions put the clients first.
She has gained numerous qualifications and experience over the years which allows her to specialise in Investments, Pensions, Mortgages, Equity Release, Long Term Care and protecting clients from the worst happening.
Outside of work, Vicki loves to enjoy laughter and fun with her young daughter, family and friends. She also loves to ski the Italian mountains as and when she can.