Isabella Grace

Advising clients since: 2023

Qualifications: CISI Level 4 Diploma in Financial Planning and Investment Advice and Level 6 certificate in Advanced Financial Planning

Areas of expertise: Holistic Financial Planning, Retirement Solutions and Cash Flow Modelling

I began my career in financial communications, thriving in a dynamic environment and genuinely enjoying the relationships I built with clients and colleagues. However, I soon realised it wasn’t the right fit for me. Through my experience, I discovered my enthusiasm for helping people and my passion for analytical research, which ultimately led me to explore the world of financial planning.

Now, as a holistic financial planner, I have found where I am meant to be. I am dedicated to creating comprehensive financial plans that put my clients’ goals and values at the forefront. By delving into the emotional aspect of money, I help uncover what truly matters - whether it’s planning for retirement, generational planning, or developing tax-efficient investment strategies. 

I believe in doing what’s right for my clients, guiding them through every step of their financial journey, whether that involves consolidating assets or optimising existing investments to create the best possible outcomes. I am lucky to work in a hugely rewarding role, and take great satisfaction in watching my clients gain greater peace of mind.

Outside of my professional life, I have a passion for sports and cooking. I am a keen tennis and netball player (when I don't have a broken finger) and also enjoy the occasional ski trip.