Angela can help you with…

Trusts & Estate Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Advice for clients in Later Life & Protection Insurance.

Angela has worked in Financial Services for over 30 years. She began her career working for Norwich Union in an administrative role, later running and managing a team of support staff in corporate pension administration.

In 1996 she took her first advisory role, joining a Staffordshire based independent financial advice firm where she developed her expertise in complex pension planning, investments, estate planning and trust work. She continues to work with many of those original clients to this day.

Angela is now a vastly experienced and highly qualified adviser, being a Chartered Financial Planner as well as a Chartered Fellow of the Chartered Institute for Securities and Investment.

Utilising her knowledge, she has created and delivered financial planning courses for the Chartered Insurance Institute, the Institute of Financial Services and the Institute of Financial Planning.

Outside of work…

Angela sits as a local Magistrate and is a keen competitor in dressage with her horse Toby.

When asked about her favourite food, Angela did not hesitate choosing Italian as her go to last supper, accompanied with a great glass of quality Spanish Rioja!