Wendy at work
Wendy joined Qi Financial Solutions in 2014 after spending 16 years as a primary school teacher and deciding it was time for a new challenge. Since then, she’s become a hugely valued part of the team, helping with everything from compliance and planner support to research and day-to-day operations.
Over the years, Wendy has also qualified in mortgage and protection advice, later moving into a broader support role. She now works closely with the financial planners behind the scenes, helping keep everything running smoothly for both the team and clients. Wendy has also been company secretary since 2016 and is a shareholder in the business.
Wendy at home
Wendy enjoys a busy and family-focused life with her husband, their two children, and their Border Terrier, Roxy. She likes to stay active with regular swims and long walks outdoors, and also enjoys good food, live music, and time spent with friends and family.
Wendy has also supported Ukrainian guests who lived with the family for three years before moving on this past year, something that remains important to her. She loves to travel, with highlights including a safari in South Africa, exploring Malaysia and Singapore, and a visit to the Gold Coast of Australia.
