Executive Director Wealth Experts
With over two decades of experience working in financial services, alongside Richard Johnston I lead the team of Wealth Experts. I am passionate about our client service, offering advice for long-term financial planning and making sure our clients reach their goals. I'm chartered and a fellow of the Personal Finance Society.
What makes DJH Mitten Clarke great is…
That we all enjoy working with each other. There is a great sense that the team is bigger than the individual and I believe our clients benefit from this.
My most trusted piece of advice in business is…
Whatever business decision you make, always be able to sleep at night knowing that you’ve made that decision for the right reasons. It’s important that we work with business owners and clients who have similar values to ourselves, so we’d like to think that as business owners ourselves we know the importance of making tough decisions that are for the greater good of the business and the team.
On a Saturday morning you’ll usually find me…
Doing a Peloton bike class (my new obsession!) and then walking the dog. Nothing like a slow start to the weekend!
Let’s do great things together
Book a meeting to talk with our expert team by clicking the button below.