Wendy has over 20 years’ experience in the financial advice profession.
As our Financial Planning Assistant, she helps with much of the behind the scenes work; managing Steve’s diary, preparing for meetings, following up work and generally helping out in all areas of implementing and maintaining our clients’ financial plans.
Wendy’s favourite thing about her role is actually enjoying going to work! Helping clients is especially rewarding for her.
Wendy lives in Ipswich with her husband, daughter, and their much-loved Labrador, Max.
Her interests include cooking, entertaining, reading, home improvements and gardening. She loves going to the cinema, as well as watching films and sports.
Wendy also loves long walks in the great outdoors, keeping active and being with friends and family.