I joined the team at Bloomfield & Associates in November 2021, having started my career as a financial adviser in 2004 with a national insurance company. Since 2014 I have provided independent financial advice with a focus on helping clients align their investment portfolios with their personal values. I work extensively within the rural and farming communities and I am looking forward to continuing to provide clients with a full independent financial planning service. I have a particular interest in ethical investing and assisting families who wish to consider opportunities to hand assets down to the younger generations.
I am also an Education champion for the Personal Finance Society This is a voluntary role which involves going to the local schools and teaching the children about money and planning.
Outside of work I enjoy spending time with the family, especially a good walk or family bike ride at the weekend, often ending up with a pub lunch!