Career Bio
I have worked within the financial sector for 15 years and really enjoy this industry. I have knowledge of many financial areas including investments, savings, insurances, pensions, and mortgages. Previously I worked for a large building society and was successful in being part of the risk and controls area of the business which involved a methodical approach, especially when reporting information to the Financial Conduct Authority. Only recently I have started working for Ward Goodman, so I am still fairly new to the financial services administrator role. I am already finding I am growing each day within this company, and I am very much enjoying being part of the team. My dream is to become a Financial Advisor in the future, and Ward Goodman is where I wish to start this career (which is why I was so happy I was successful in obtaining employment here),
I enjoy spending time with my family, swimming, reading, and baking cakes. love visiting the salon to get my hair and nails done and enjoy going out for meals.
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
Ward Goodman is registered with the Institute of Chartered Accountants in England & Wales – registration number C002787945 and is regulated as a Registered Auditor in the UK. The audit practice is also registered with the Public Company Accounting Oversight Board to carry out audits of US subsidiaries located in the UK. Our accountancy and taxation professionals are registered as individuals with one or more of the following: Institute of Chartered Accountants in England & Wales, Association of Chartered Certified Accountants, Chartered Institute of Taxation, Association of Accounting Technicians, Association of Taxation Technicians and Society of Trust and Estate Practitioners. Ward Goodman Financial Services Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA register No 221867. The Financial Conduct Authority does not regulate taxation and trust advice. Company registration in England No 4494861. A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk/ or by contacting them on 0800 0234 567
