Castle Trust has been growing quickly over the past few months and we have just taken on a new team member. Below is a short questionnaire we did with her to better understand what makes her tick.
- What is your name?
- Where were you born?
Ballymena, Co Antrim, N Ireland (very North East of Ireland, very near Bushmills Whiskey Distillery)
- What are your qualifications?
I studied at University in Edinburgh achieving a BA (Hons) from the business faculty, I also have my UK Financial Planning Certificate.
- What is your role at Castle Trust Financial Planning?
Business development and training to be an adviser
- What made you take the job with Castle Trust Financial Planning?
I have been a client of Castle Trust since I immigrated to NZ over a decade ago and I’ve always been very happy with the service, advice and professionalism of the team – throughout changing life circumstances they have always been proactive and helped me keep everything on track. So when Glyn and Kathryn asked me would I like to join them, I said yes – who wouldn’t want to be part of it? I knew it was the right time to re-ignite my career in finance and be part of their business expansion.
- Tell us about what you will do for clients?
Along with the team I will help our clients get their finances organised. I’ve seen first-hand how a healthy relationship between your money and your priorities can make an impact on your life. Finding the right financial professional to help you manage your money in a healthy and impactful way is crucial. Building an awareness of your values and priorities and a willingness to use money as a tool to advance them – that’s what really opens the doors to a whole world of possibility and that is where we can help.
- Apart from finance what do you like to do?
I enjoy designing houses inside and out, I have completed a few in my time and I am sure I will do more in the future.
I’m a proud Mum of Niamh (9 years old).
- If people want to speak with you in regards to their savings what’s the best way to contact you?
Pop in or give me a call