Operations Manager

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01937 223 055

At work

I have worked in financial services for over 25 years in a variety of roles but most recently as Operations Manager at another independent firm. I hold the Diploma in Financial Planning and am always keen to pass on my knowledge and experience to others to help support them in their roles and develop their careers. I have extensive experience in managing processes and delivering change and improvements to enable businesses to thrive.

 

At home

Outside of work I enjoy spending time with family and friends, swimming, watching football and gardening. My two children and our cat ensure my home life is busy and entertaining.

In the spotlight

What do you like about working at Berry & Oak?

The team – everyone cares about each other and our clients, we work in a truly collaborative way and are always looking to improve…and I love that we sponsor Ronin the Rat!

what does a day in the life of an Operations Manager look like?

My daily goal is to keep things running smoothly and enable everyone to focus on what they do best. This can be through a combination of workload prioritisation, reviewing and improving processes, training and developing the team, ensuring we are meeting regulatory requirements, working with the directors on business strategy – and many other things.

What are your top three life highlights so far?

My two fabulous children, encountering a shark while scuba diving on the Great Barrier Reef, going to the top of Mont Blanc (even if it was by cable car!)

What is an ability you wish you had?

To play the piano like a concert pianist

What’s currently top of your bucket list?

To visit Argentina and other countries in South America – I’m learning Spanish to help me when I get there

Which song gets you on the dancefloor?

Groove is in the Heart by Deee-Lite

What’s the one talent you have, that people would be surprised to know about you?

I can juggle

More team members

Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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