Get to know the faces on the other end of the phone with our quick-fire Take 5 questions, starting with Senior Adviser Support, Colleen.
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1. Tell us a little bit about yourself
I’m a proud mum of two amazing daughters, and I love spending time with them, supporting them on as they chase their goals and dreams. Family time means everything to me – whether that’s enjoying a cosy evening together or heading outdoors for long walks with our lively Cockerpoo, Willow.
At Fox Lifestyle Financial Planning, my role as Senior Adviser Support keeps me on my toes and that’s exactly what I love about it! No two days are the same. One moment I’m helping clients, the next I’m supporting our adviser or working on exciting new projects for the business. It’s incredibly rewarding to be part of a team that truly makes a difference in people’s lives.
2. What do you enjoy most about your work?
For me, it’s all about people. I love seeing how our advice helps clients feel more secure, positive, and in control of their future. Knowing that we’ve played a part in helping someone move closer to their retirement dreams – or simply feel more at ease about their finances is what makes my job so fulfilling.
3. When you’re not working, what do you enjoy doing?
I’m happiest when I’m spending time with friends and family – whether that’s catching up over coffee, exploring the countryside, or getting a good workout in at the gym. Fresh air, good company, and keeping active all help me recharge and stay balanced.
4. Tell us something people might be surprised to learn about you
Before I joined the world of financial services, I spent many years in the franchise industry. It was a fast-paced and fascinating environment that taught me so much about organisation, communication, and client care – skills I still use every single day here at Fox.
5. What’s one piece of financial advice you live by?
Even if retirement feels like it’s a lifetime away, it’s never too early to start planning. Small, consistent steps today can make a huge difference to your future and give you real peace of mind along the way.
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Need financial advice you can actually understand? Call us on 01772 956043 or email support@foxlifefp.com to start a conversation. No pressure, no jargon..just clear, honest financial advice.
