About us

Bright eyed and bushy tailed I joined the finance world straight from school, a simple scanning job which kick started a career fuelled by the desire to help people.

Over the course of a decade I heard time and time again about how the industry was changing for the good, letting go the reputation of its past of boys clubs and business on the golf course. And its true – life as an IFA is far from the “wolf of wall street”…

But still I’ve witnessed:

• Women left to man the phones while the men head out to padel or golf
• Investments opened in the names of wives without the wife’s knowledge
• Assets hidden during divorce
• Female clients talked about in a derogatory way
• Discrimination of women considering children or returning from maternity leave

The industry isn’t moving fast enough for my liking
So I decided to shape my own corner of it
A safe place for clients to feel seen, heard and respected
A place where women can build a career and a family

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Need to know:

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Why

Too many women feel excluded from financial conversations — talked at, overwhelmed, or expected to “just trust the process”.

I built this business to change that.

I provide clear, practical financial advice for women, founders, and families who want to understand their money, make confident decisions, and build a secure future… without jargon, pressure, or unnecessary complexity.

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Approach

My approach is calm, considered, and advice-led.

I focus on helping you understand the full picture — not just individual products — so you can make informed decisions that align with your values, your goals, and your life.

Whether you’re protecting your family, growing a business, or planning for the future, the aim is always the same: a plan built with Intention, Vision, Empathy and YOU.

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Who

I work with:

Women who want to feel confident and in control of their finances
Founders and business owners balancing personal and business priorities
Families planning for security, growth, and the long term

My clients value clear explanations, thoughtful planning, and a relationship built on trust — not sales or pressure.

Although I specialise and have built Ivey around women – we do also have many male clients! We’re a safe and respectful place for anyone looking for high quality advice and support.

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Professional standards

I’m a regulated financial adviser and hold the CII Diploma in Regulated Financial Planning with over a decade of experience working with everyone from young couples at the start of their careers to ultra high net work, high profile individuals balancing their goals with life in the public eye.

I’m committed to ongoing professional development and to providing advice that meets the highest professional and ethical standards.

In return I ask all clients I work with:

• to respect the process – each step is designed to ensure you get the best outcomes possible whilst complying with FCA regulation
• and respect our team – our team are passionate, and professional and we do not tolerate mistreatment of them under any circumstances.