Hear from Fiona in her own words about her background and approach to being a financial adviser…

What’s the most rewarding part of your role?

Helping clients to make the most of their lives, enjoy their grandchildren, plan for retirement and have things to look forward to rather than just simply plodding along in life.

What difference do you make to your clients?

I provide advice and support to my clients and their families to live the financial life they planned for. I understand and fully appreciate that life can throw a few curve balls and at these times, reliable, trusted, professional, clear advice is imperative for you and your family.

What’s your biggest achievement?

My chartered status, of 122,000* members, where of those, 20,000* members have Chartered Status and only 5,000* have achieved Fellow Status like me. 

* Data source Chartered Insurance Institute web page  as of 1/4/2024

What would you say to someone who said financial advice wasn’t right for them?

You wouldn’t enter a race without knowing where the finish line is. Financial advice provides you with a success plan and a direction for your life along with allowing you to see the end goal.

What are your hobbies?

I love renovating houses and have recently finished refurbishing my own home which I completely gutted and fully renovated. I am also currently learning to play golf at my local club.

What’s one fun fact not many people know about you?

I featured on a top 10 hit as a backing singer with a famous singer in the 80s (go Fiona!)