Professional Biography
I love making a difference to my clients' lives and being able to provide financial advice to those who need it most.
How do you describe what you do?
I provide expert financial planning for individuals navigating complex legal and personal circumstances, with a focus on personal injury and Court of Protection cases.
What's next for you professionally?
I aim to strengthen my professional reputation and enhance my expertise by pursuing the STEP qualification.
How did you start off in your career?
I began my career at a small stockbroker following completion of my degree in Hull. I have found my home in financial planning and find it deeply rewarding.
What's your area of expertise?
Specialist in financial planning for personal injury and Court of Protection clients, providing tailored advice to support long-term financial security and complex needs.
What's your favourite thing about your role?
I love making a difference to my clients' lives and being able to provide financial advice to those who need it most.
What qualifications and memberships do you have?
Certified Financial Planner CFP