Poppy joined Lexington Wealth in 2004 and has been involved in the financial services industry since 1997. Her diligence and attention to detail have been great assets to the team and is demonstrated with her desire to help others.
Poppy has her full Financial Planning Certificate and supports Warren in the preparation for a clients’ Planning Meeting and will often deal with any financial planning related administration questions you may have.
Now that I have my full Financial Planning Certificate, my ambition is to work towards obtaining a diploma and possibly Chartered one day.
Working at Lexington Wealth always feels like a home away from home. Over the years it has greatly improved my confidence in problem-solving and we are always encouraged to develop our skills and industry knowledge further.
Outside of work I have an active family life, enjoying swimming and long walks. My favourite thing to do is exploring Savernake Forest with my husband and two boys age 8 & 10. At the moment we are trying to get photos with all of the named trees in the forest.