Professional Biography
It’s incredibly rewarding to guide people throughout their financial journey to help them achieve their goals
How do you describe what you do?
I help clients achieve their financial goals through personalised planning. By understanding your unique circumstances, I create clear, actionable strategies to grow, protect, and manage your wealth, giving you confidence and clarity for the future.
What's next for you professionally?
My focus is on becoming Chartered, enhancing visibility through webinars, and taking on greater responsibility to influence client strategy and team development, driving both personal and organisational success at Evelyn Partners.
What's the best piece of advice you've ever been given?
Consistency compounds. Small, focused actions done daily create momentum and mastery over time. Don’t chase quick wins, commit to the process, trust the incremental gains, and the results will follow.
What's your favourite thing about your role?
I love the variety! Every client is unique, and I get to collaborate with so many different people. It’s incredibly rewarding to guide people throughout their financial journey and help them achieve their goals.
When you're not at work, what's your favourite thing to do?
I’m a passionate vinyl collector and DJ with over 1,000 records. My favorite way to unwind is crafting genre-spanning mixes that tell stories, spark emotions, and transform stress into rhythm and flow.
What qualifications and memberships do you have?
DipPFS.