Isabella is passionate about creating meaningful connections with clients and making sure everyone feels genuinely supported throughout their financial journey.
She recently stepped into the financial planning space after three years in administration and time spent working at a small tax firm. That experience helped her develop a strong eye for detail and a client-first mindset—both of which she brings to her role every day.
What she loves most about her job is meeting new people and being someone clients can rely on. She aims to make each interaction feel welcoming and helpful.
Outside of work, you’ll usually find her baking something sweet, curled up with a good book, or spending time with her cocker spaniel, Humphrey—her much-loved fur-child.
