At work

Naomi has worked in the Financial Planning profession since 2012 having previously worked in both small boutique firms and large national organisations.

Naomi holds the Diploma in Regulated Financial Planning and has joined Henwood Court as an Associate Financial Planner, providing technical support to our Financial Planners and support team.

Naomi particularly enjoys undertaking technical research and making complex financial solutions simple for clients to understand.


At home

Outside of work Naomi enjoys travelling to new places, eating good food, socialising with friends and family and keeping generally fit and active. She’s a big animal lover and although she doesn’t currently have any of her own, she’s particularly happy around dogs and horses!

Spotlight questions

Getting to know

What do you enjoy most about your job?

Working with a great team of people who all care about delivering the best service for our clients whilst making work a nice place to be.

What motivates you at work?

Doing a great job and ultimately seeing the positive difference that we make to our clients’ lives through good financial planning.

What’s at the top of your bucket list?

To travel as much as possible, to as many places as possible! I love exploring new places and want to see much more of the world.

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE