Imogen Winfield

Imogen is a Paraplanner in the Citygate team, having initially joined as Operations Manager after a 10-year career in law.

She currently supports the team’s financial planners to deliver suitable advice and positive outcomes for clients.  She enjoys meeting clients and building financial plans to establish how they can achieve their objectives, both now and in the future.  Imogen has completed the CII exams to qualify as a financial adviser and will shortly be advising clients herself.

As a former commercial disputes solicitor, Imogen understands the demands and challenges facing lawyers and other professionals who might feel trapped in high income careers.  Having made a career change of her own, Imogen is keen to help others position themselves financially to restore the balance they desire and to live a more fulfilling life, whatever that looks like for them.