Fiona has been a Financial Adviser in the financial services profession for over 20 years, with previous careers in Recruitment and SME Marketing for BT in Scotland before moving to Devon. As a goals based financial planner, she advises Professionals, Business owners and Private clients who wish to plan for their financial futures whether working towards retirement or navigating options at retirement. Employing cashflow modelling techniques, she helps clients visualise their futures at different life stages. 

Fiona’s mission is to encourage everyone to actively build strong retirement resources. Delivering seminars and holding workshops are part of her strategy to demonstrate the power of saving for a comfortable retirement. Estate planning and Intergenerational planning often form part of her advice. 

As a business, commitment to give back to the local community is achieved through a range of sponsorships, charitable donations and volunteering on community projects.

Fiona is also a Trustee of the Open Door Charity in Exmouth which focuses on poverty alleviation. 

In her spare time, she plays golf, sails and likes exploring in the UK and overseas. She is married to Nigel and values spending time with her adult children, son and daughter-in-law and their two children, expecting numbers to increase over the next twenty years!