Who we are
At work
As our Practice Manager, Heidi oversees all administration and the provision of support to both clients and advisers.
She has over 20 years’ experience in the financial services industry, from sales roles through to self-employed paraplanning and compliance. Heidi also holds the Certificate in Financial Planning.
At home
Heidi has a love for all things interior design and DIY. She also enjoys working out, going to the gym and running.
Heidi likes...
- Time with family and friends
- The countryside
- Bodyboarding in Cornwall
- Ibiza
- Salad cream
Heidi dislikes...
- Bad manners
- Poor customer service
- Tailgating
- Junk mail
- Mushrooms
