Grace is an Associate Financial Adviser at The Private Office, based in Leeds and covering areas such Manchester, Cheshire and Newcastle. As a Fellow of the Personal Finance Society, she takes the heavy lifting off clients shoulders to help them to navigate various financial life stages and allow them to focus on meeting their different objectives in life.
- Fellow of the Personal Finance Society (PFS)
- Finalist at the Professional Adviser Women in Financial Advice Awards 2023
- Working in financial services since 2021
Areas Of Expertise
- Protection planning
- Estate planning
- Retirement planning
- Cash flow forecasting
- Investment advice
