Professional Biography
Helping turn plans into reality and being part of their journey is what makes our work rewarding.
How do you describe what you do?
I help clients structure their finances to achieve clarity and long-term goals. Using technology and tailored advice, I create strategies that maximise opportunities and provide confidence for the future.
What's next for you professionally?
I’m dedicated to building trusted, long-term client relationships and celebrating key personal and financial milestones together. I’m motivated to support and mentor colleagues and new advisers, helping them grow and succeed within our business.
What's your area of expertise?
I specialise in working with sports, media, and entertainment professionals, alongside entrepreneurs and business owners, to plan for financial success - covering profit extraction, wealth planning strategies, and preparing for future business exits.
What's your favourite thing about your role?
My favourite part of the role is seeing clients achieve their goals, find comfort and clarity, in addition to celebrating their financial successes. Helping turn plans into reality and being part of their journey is what makes our work rewarding.
When you're not at work, what's your favourite thing to do?
I enjoy travelling with my wife, discovering new experiences, and exploring great food - especially Michelin-starred restaurants. I also like improving my golf game, taking on new challenges, and following Man United through the highs and lows.
What qualifications and memberships do you have?
Chartered Financial Planner