OUR TEAM

I started work for Inspire Wealth in 2004 following 18 years working for a building society. As senior administrator, my main duties are over seeing administration for the advisers, reconciling income, managing portfolio fund switches and company accounts. In my own time, I enjoy travelling, theatre, eating out and spending time with my family and friends.

I have known the director Peter Williams since I started in the industry in 1998 and had kept in contact over many years. Peter invited me to join his firm with my clients and I started with his company in May 2013. I have built a wealth of knowledge with 20 years’ experience of the markets and providing advice. I take pride in my professional approach with clients, enjoy the technical aspects of the role and look forward to helping clients build their wealth to achieve their financial goals. In my spare time I like to eat out, walk the dog and spend time with my wife, family and close friends.

I have been in the Financial Services industry for 12 years after a 22 year career in retail with Homebase, culminating in the final 11 years as a Store Manager for various branches in the south west. I enjoyed training and developing people and watching their careers grow. I initially joined the CIS, ‘Co-operative Insurance Society’ where I was put through my exams to become a Financial Adviser. After the demise of the CIS I had my own practice for a while mainly looking after my ex CIS clients. I gave this up when the opportunity to join Peter’s growing team at Inspire Wealth presented itself in 2015. I enjoy interacting with my clients and using my growing knowledge of the markets to take an active part on our investment committee. I have been married to Lisa for 20 years and enjoy spending my spare time eating out, walking and socialising with friends and family. I also have a passion for Liverpool Football Club.

I started my career in the financial services over 15 years ago in the banking sector, starting as an administration assistant in the Finance department and working my way up to become a Process Analyst. I joined Inspire Wealth in 2015 and I am currently working towards a Diploma in Paraplanning. In my current role I work closely with the Wealth Advisers, supporting them with their research and reporting and providing general administrative support.

In my spare time I enjoy reading, beach walks with my dog Stanley and spending quality time with my husband and two sons.

I joined Inspire Wealth in 2019 after working in the banking sector for over 15 years as a Senior Mortgage Adviser. I am currently studying towards the Level 4 Diploma in Regulated Financial Planning whilst working in my current role which involves supporting the Financial Advisers as part of the admin and compliance team.

In my spare time I enjoy spending time with my family, friends and Zoe the dog.

I started with Inspire Wealth in 2019, joining from a previous role in insurance claims administration.  My main role is the administration of client’s plans.

I am currently studying for the RQF level 4 Diploma in Regulated Financial Planning and hope to become a Financial Adviser with Inspire Wealth once fully completed.

I love spending time with my family and we regularly go on day trips to make the most of our time together.  I enjoy most sports and I’m very active, I regularly play football and golf  amongst other things.  I like to challenge myself and have taken part in charity cycle rides in recent years.  I also coach my son’s football team and enjoy seeing them improving.

I started my career working in finance before stepping into Estate agency for several years before returning to finance. I enjoy my time with my partner, son and family and like to enjoy Plymouth and surroundings such as beach visits in the summer and a coastal walk in the winter. I like walking and running and often participate in the Midnight Walk and have completed a half marathon.

I am friendly, approachable and happy to help anyone