Get to know Petra
Petra is a financial planner with a Diploma in Financial Planning and is passionate about what she does. With over 25 years in the financial services profession, including experience at two leading high street banks, she understands how to support people in achieving their financial goals.
She takes a holistic approach to financial planning, aiming to fully understand an individual’s or business’s current financial situation and future objectives, with a focus on creating and preserving wealth.
Petra builds strong, long-standing relationships with her clients and collaborates closely with their other professional advisers, such as accountants and solicitors, to help achieve the most appropriate outcomes for their mutual clients.
Outside of work, she enjoys going to the gym, walking her little dog (who thinks he’s a lion!), and travelling.
In the spotlight
Hawksmoor
Certified Financial Planner
Member of Personal Finance Society
Qualifications