I began working in the financial services industry in 1999 in a local independent financial advice firm after completing higher level education. In 2003, I joined Nixon Financial Services as an employee and subsequently, Bill Nixon and I formed a business partnership in April 2005. The partnership was rebranded in 2022 to Hestia Wealth with me and Andy at the helm following Bill’s retirement in 2020.

I am passionate about my work and strive to help all types of clients achieve their financial goals and hopes for the future. I approach my work with diligence and unashamed enthusiasm. I build bespoke plans to help achieve clients hopes and aspirations for the future, this can include cashflow modelling which provides a visual roadmap of the financial journey.

I hold the Level 4 Diploma in Regulated Financial Planning and I am also working towards Chartered Status.

After University, I started my career in financial services in 1992 with the Northern Bank. Moving into financial planning in 1999, I spent the next 13 years at Northern Bank, Standard Life and Ulster Bank in senior financial planning positions, before deciding that I wanted to take control of the direction of the financial planning process for my clients. I joined Nixon Financial Services as a Partner in February 2018 which rebranded itself as Hestia Wealth in 2022.

I care passionately about my clients and our relationship is everything. I believe by really taking the time to listen to what makes my clients tick, allows me to build bespoke plans to achieve the hopes and aspirations they have for themselves and their families.

I work with several types of clients including business owners, wealthy individuals, partners in professional firms and trustees, helping them visualise and create robust financial strategies.

I hold the Level 4 Diploma in Regulated Financial Planning and the Level 4 Certificate in Discretionary Investment Management. I am also working towards Chartered Status.

After finishing my education in 2007, I have worked in multiple roles in the customer service and the finance industry. I joined Nixon Financial Services as an Administrator in 2017 before the rebrand to Hestia Wealth in 2022.

I enjoy being part of a team delivering a high-quality service to our clients enabling them to achieve their financial goals. My role within Hestia Wealth is to aid with the smooth running of the business by supplying support to Andrew, Diane & David. I thrive in direct one-to-one interaction with our clients and will always ensure their needs are met by supplying and delivering a professional, helpful, high-quality service and assistance.

In the future I am planning to expand my knowledge in other areas of the business to help improve my skills and service for our clients.