Your life, your money, your future
Meet the team
Dorothy
Client Services Coordinator
Throughout my work life, my focus has always been about helping people. Though much of this has been within the hospitality industry, it was time for a change, and this led me to my love for administrative roles within a client focused organisation. Working so close to home in Sherborne is a bonus and I look forward to building relationships with our clients in the future.
Outside of work, my happiest place has always been woodland and nature, growing up in the countryside all the way from Surrey to Gloucestershire and Herefordshire.
A huge focus of mine is family, we enjoy camping trips, spending days cycling, time away, exploring new places and going on adventures together.
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Your Life, Your Money, Your Future
We understand that your life, your money, and your future are what matter most. Our advice is always impartial, and we build exceptional relationships to help you navigate your financial journey with confidence, ensuring you stay on track to achieve your goals.