Aimee started working in financial services in 2008 and qualified as a Financial Planner in 2013. Since then, she has been advising clients on all aspects of financial planning for individuals, trusts and companies.
Aimee enjoys working with clients to help realise their ambitions they may not be able to achieve otherwise, whether that is helping clients to retire early, make financial provisions for their children or just to help them achieve peace of mind about their financial security for the future.
Aimee’s passion and expertise lie in pension planning, from initial enrolment of children’s pensions to income at retirement planning and everything in between including using a pension to purchase commercial property.
Aimee also works closely with the PKF Francis Clark Private Client and Family Business teams in our Poole and Salisbury offices, offering a joined up approach for clients to ensure they receive the best advice on all aspects of their business, tax and financial planning.
Away from work, Aimee enjoys holidays, socialising and making the most of the beautiful walks along the Dorset Coast and around the New Forest.