Angela’s career began with 10 years in financial planning with a large bank and a specialist insurance provider and 5 years in financial sales, marketing and national advertising. Angela heads the administration, finance and marketing side of the practice. She feels strongly that accuracy, communication and excellent customer service are key to meeting our client’s needs and running a successful business.
Angela has several years of direct planning experience within the Private Sector having lived and breathed planning with Ken since they formed the practice in January 2003!
Angela is well versed in the planning process and the myriad of issues that can arise. Her experience of dealing with financial documentation has also made her an authority on drafting Section 106 agreements for financial contributions which saves our client’s endless legal fees.