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wealth management

Siobhan Record

Siobhan Record

Financial Planner

Siobhan has over 15 years’ experience in financial services. Following a Sports and Business degree at Wolverhampton University, she started her career as a Paraplanner, gathering the knowledge and expertise needed to progress and become a Financial Planner. She enjoys helping her clients to manoeuvre the financial world in a professional and down-to-earth manner. She prides herself on an ability to simplify matters and present things in an understandable way. Siobhan is a member of the Personal Finance Society.

In her spare time, Siobhan enjoys netball and plays at regional level. The rest of her time is spent with her husband and daughters – they regularly enjoy the Gruffalo walk at Wyre Forest and swimming. Holidays are often spent in Cornwall, which is where Siobhan holidayed as a child – she is keen to pass on the magic of these times to her girls. Her favourite European destination is Venice and worldwide is yet to be discovered. Although Tahiti is definitely top of the bucket list.