My role is to create opportunities and a framework that attracts passionate people who want to make a difference, do things differently and be part of something bigger than themselves.

Started at Equilibrium

  • March 2010

What three things could you not live without?

  • My iPhone, my car and my passport (I take it my husband and kids are a given)

Can you cook, if so what’s your signature dish?

  • Can’t cook

If you could go for dinner with a celebrity, dead or alive, who would it be and why?

  • Oprah Winfrey – she had a huge impact on how I view things, books I’ve read, movies I’ve seen. She’s my ‘source’ inspiration.

If you weren’t in your current role what would you be doing?

  • In another life I would have liked to have been some kind of investigator, or investment business analyst.

If you were invisible for a day what would you do?

  • Eavesdrop on Donald Trump

If you could have any super power what would it be and why?

  • An empath like Deanna Troy on Star Trek, it's just one down from reading minds which I think would drive you insane!

If I could have a ‘talent’ it would be?

  • To sing like a diva (Aretha Franklin)

If you won the lottery, what is the first thing you would do?

  • Call my adviser!!

What would you most like to tell your 13-year-old self?

  • Keep on truckin’, it all works out great.

What is something you’ve never tried but want to?

  • Rather than a ‘bucket list’ (things I want to do before I die) I created a ‘lotto list’ (things I want to do whilst I’m alive) I preferred the positive spin. I’ve had a list for about 15 years, and I am lucky enough to be working my way through it. So, something on my list that I haven’t done yet is to see the Northern Lights. I’ve tried a couple of times but with no such luck.

Where is the best place you’ve travelled to and why?

  • I love travelling, one of my lotto list goals is to go to 80% of countries before I die, which means I try and go to 3 new countries a year. To pick one favourite place is tough so here are my picks in categories based on my travels to date.

    • Best cities - London and New York
    • Best quick break to de-stress - Villa D’Este, Lake Como, Italy
    • Best adventure - Vietnam
    • Best sunrise/sunset - Iceland
    • Best quick break at Christmas - Four Seasons George V in Paris  
    • Best long trip to de-stress - Petit St. Vincent Resort
    • Best sporting experience - Monaco Grand Prix
    • Best mind-blowing culture/history - Jerusalem

What are your four most overused words/phrases?

  • Awesome

  • Nice!

  • In reality…

What is your greatest fear?

  • Something bad happening to my son.

How do you define success?

  • Personal fulfilment, work/life balance, money. 

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Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977respectively. Registered Offices: Ascot House, Epsom Avenue, Handforth, Wilmslow, SK9 3DF. Both companies are registered in England and Wales.


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