Associate Partner & Financial Planner
Naomi has been working in the financial services sector since 2005 and has gained experience in various roles, including advising for a large London investment management company. The types of clients she typically deals with include busy professionals, partners in law firms, investment bankers, CEOs, business owners and divorcees.
Naomi is also a member of several women in business groups and champions our sustainable investing proposition.
Naomi lives in Bath with her husband, two children and cockapoo. She has a large family and loves entertaining and being around other people. Eating, drinking and chatting can all be classed as hobbies.
When she’s not working or running around after the family, Naomi loves to be outdoors, especially by the beach.