Professional Biography
Helping clients make confident decisions in uncertain times, and ensuring their wealth supports not just their goals, but the people and causes they care about most.
How do you describe what you do?
I help individuals and families make confident, informed decisions about their financial future. Whether that’s retirement planning, investing tax-efficiently, or passing on wealth, I provide tailored, joined up advice alongside other professionals.
What's next for you professionally?
With an ever changing tax landscape, continuing to adopt a proactive approach to advice, taking away any concerns one may have over their financial future.
What's the best piece of advice you've ever been given?
Never add anything to an email or social media that you would not want printed on the front page of a newspaper for all to see!
What's an experience with a client that's stuck with you?
Helping a client retire years earlier than they thought possible—while also securing financial support for their children—was a powerful reminder of how joined-up, strategic planning can truly transform lives.
How did you start off in your career?
As an administrator of a national IFA.
What's your area of expertise?
I specialise in retirement planning, tax-efficient investing, estate planning, and later-life advice for those where there are care needs.
Where do you get your inspiration to embrace what's next?
I’m inspired by the impact thoughtful planning can have—seeing clients retire earlier, support their families, and achieve peace of mind drives me to keep evolving and delivering advice that truly makes a difference
What's your favourite thing about your role?
What I enjoy most is helping clients achieve clarity and confidence—especially when we unlock opportunities they didn’t think possible, like retiring early or supporting their families more than they imagined.
What's next for you personally?
Maintaining and hopefully lowering my golf handicap as age increases and my daughter begins to hit the ball further than me!
Where's your favourite place to meet with your clients?
Ideally in person but equally at our office or a client's home. But that being said, the ability to meet via video certainly has benefits for quick catch ups.
When you're not at work, what's your favourite thing to do?
Outside of work, I love spending time with my family, getting away on holidays, and playing golf—whether it’s a quiet round or a bit of friendly competition, it’s where I recharge and reflect.
Why does my role as a wealth manager matter?
My role matters because it brings clarity to complexity—helping clients make confident decisions in uncertain times, and ensuring their wealth supports not just their goals, but the people and causes they care about most.
What qualifications and memberships do you have?
Chartered Financial Planner