Linda van Meurs

Adviser and Paraplanner

Athena Wealth Planning is not your traditional financial planning firm. We are Financial Life Planners, as the whole point of financial planning for us is to enable you to live the life you want.

I enjoy working with a cross section of clients ranging from younger accumulators in their 30s , 40s and 50s to those whose working days are optional or behind them and are now enjoying the fruits of their labour.

I have an analytical mind and also love travel and languages. I therefore chose to do an engineering degree at Brunel University with my third year at the ETH in Zurich, Switzerland.  After university, I joined Accenture as a consultant in their Financial Services practice. Working for Accenture was both varied and challenging but after more than a decade of large IT and change programme deliveries, I realised that I preferred consulting and advising on a more personal and individual level with more tangible and often more immediate outcomes. In 2009, I therefore decided to retrain and obtain the qualifications and experience required to practise as a Financial Planner.

I love meeting people and hearing their stories, dreams and aspirations. I also love looking for ways to make things work, or to improve a current position. My job allows me to do both of these in abundance and seeing the very real positive impact we can help bring about in our clients’ lives as a result gives me a real buzz. Turning dreams and aspirations into financial reality, and seeing my client’s delight is a genuine privilege.

The fact that I get to work alongside a team of talented and like-minded colleagues makes the job all the more enjoyable still.

Likes: Outside of work, I like to spend time with family and friends, walk the dog, travel, camp (occasionally glamp), ski, run, swim and participate in other outdoor pursuits. I’m also (too) easily persuaded to partake in charity challenge events (those that are within my physical capacity).

Dislikes: Giving up (and the taste of butter).

I would most like to share lunch with: Barack Obama, Ben Fogle and Michael Buble to name but a few.

Finalist for ‘Financial Adviser of the Year’ int the South East at Women in Financial Advice Awards 2018.

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