Natalie is a Chartered Financial Planner and Fellow of the Personal Finance Society, bringing over two decades of experience in the financial services sector. As Chief Client Officer at Purposeful Group, Natalie brings her depth of knowledge about client needs and is responsible for the client service proposition, ensuring that the offerings remain client-centric, compliant, and aligned with the highest standards of professional excellence. She is responsible for the strategic oversight and continuous development of the Purposeful Platform, ensuring it delivers exceptional value and functionality to clients.

Natalie also oversees regulatory compliance, embedding robust governance frameworks and best practices across the organisation. Her leadership is instrumental in driving operational integrity and enhancing the overall client experience.