BETTER WITH MONEY - Key Persons
An award-winning financial services professional, Alan semi-retired 9 years ago after 37 years in the finance and benefits industry. Alan's experience enables him to bring a wide knowledge of personal finances and later life planning to the one-to-one sessions.
Job Titles:
- Senior Financial Education Manager
With a background in Finance, Private Banking and Relationship Management, Amy is passionate about helping people feel confident when it comes to managing their money. Ultimately, she wants to support as many people as possible to achieve financial freedom, whatever that means to them.
Having worked within Banking, Employee Benefits, and Financial Education over the last 20 years, Katie's passion is to demystify the complex world of finance and help people make better financial decisions with their money.
Job Titles:
- Chartered Financial Planner With a Masters
- Senior Client Success Manager
Laurence, a Chartered Financial Planner with a Masters' in Chemistry and Finance, brings a wealth of experience to Better with Money. Specialising in pensions and investments, he's passionate about demystifying retirement planning and enhancing financial literacy.
Nadine is a finance specialist with over 10 years of experience in the banking industry. She has been guiding, supporting, and educating individuals on financial wellbeing for the past 4 years. Nadine helps people make informed decisions about their finances, including savings, investing, homebuying, and money management.