Following the successful launch of Lee Blissett Wealth Management in 2017, I am proud to have joined Lee’s Practice as his business partner in April 2018.
As a professional banker with over 28 years’ experience in all aspects of retail and private banking, I have assumed office management responsibility as well as developing Lee’s marketing and client relationship management strategies.
I began my career in financial services when I joined Lloyds Bank in 1988, moving to Harrods Bank Limited in 2001.
Working in relationship management, compliance, marketing, business management and previously providing financial advice, I have gained valuable experience in most aspects of both retail and private banking.
I take pride in my work and share Lee’s business ethos of ‘Relationship, Service and Trust’ supported by industry knowledge, life experience and professional standards.
I share Lee’s interest in philanthropy and am proud to have qualified as a Childline* counsellor. Since May 2019, I provide private and confidential telephone and online counselling services for young people one day every week.
Details of my career, experience and qualifications also available on my LinkedIn profile: Please click here to view.
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