I love the variety of my role I enjoy building a real connection with clients, to be sufficiently aware of their families so I can contact and congratulate them on special occasions. I was shortlisted in the Chronicle Sunshine Fund’s Glass Slipper Awards in the Unsung Hero category and NE Youth’s International Women’s Day Awards in the Everyday Hero category. Some people call me the mother of Robson Laidler, not just because I have worked here for a very long time, but because as well as my daily role as a tax advisor, where I prepare tax returns, P11D forms and deal with a whole host of tax compliance queries I also coordinate most of the the giving back initiatives we do here at the firm. For us all to be healthy as a family and for my husband and I to be able to maintain our current lifestyle in retirement. To continue to enjoy my work and try and maintain a good balance between work and family life. What’s your goal for the future: Like most of the clients we deal with, my goals are similar to their own. When I’m not doing that, I’m trying to bring financial education to people around me, whether that’s running community courses helping people budget or going into local schools to talk about minimising student debt. There are so many negative headlines out there which can cause lots of anxiety and stress and I help give our clients clarity about their financial future.
One thing I love is when they can really see the end goal after chatting to us – that’s a great day at the office! It’s what I’m really passionate about: Financial education. This often means I’m talking to them about their financial future and taking away the anxiety and mystery of investing, which enables them to make key decisions and have financial peace of mind. It’s my job to help my clients and their families get what they want out of life.
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