Please can you give us a brief overview of your career.
I left school at 16 and joined a high street bank, I moved into the Private Bank and Trust division in the late 80s and discovered my geeky interest in all things fiduciary. I left the Private Bank to move to a large CSP just after the birth of my first child and participated in the MBO of the business in 2006. At that stage I was an Engagement Lead for a book of HNW clients. During this period I took my professional exams with STEP and passed with Distinction. I also served for seven years on the Board of STEP Isle of Man, I joined Boston in 2011 an was promoted into the role of Client Director in 2018.
Where is the most interesting place you have travelled to for work and why?
I think I would have to say Israel. Tel Aviv was absolutely beautiful but the airport experience was enlightening – this was a world before 9/11 but the security process even then took about three hours – it’s the safest I have ever felt when flying.
What’s the one gadget you couldn’t live without?
I think it would have to be my watch – I have a pathological hatred of being late!
What’s the best thing about your job?
I have never had the same day twice. I love the interaction with clients and their families and the trust they place in us to preserve their assets. I also love the nuances of Trusts and the fact they are ever evolving – theres always an interesting case being reported.
What was the last TV series you watched?
My guilty pleasure is trashy tv. Currently binge watching “Below Deck.”
Tell us something that might surprise us about you.
I am not a good flyer… I would rather be in a Force 10 on the boat in the Irish Sea for four hours than spend twenty minutes in the air above.
What’s your motto or personal mantra?
Go with your gut – its rarely wrong about people or situations. Never be afraid to ask the “stupid question” I guarantee other people in the room also want to ask it
What are you most proud of?
How far equality in the industry has come in the period when I started in 1986. There are so many (excellent) women on boards and in senior roles who have worked incredibly hard to get there- particularly the women who have “sent the lift back down” for those coming up behind them.