Professional Biography
It’s about staying engaged and creating the future you want, not waiting for it to happen.
How do you describe what you do?
I work with successful people to simplify complex financial decisions - helping them protect their wealth, plan for the future, and make confident choices about their money.
What's next for you professionally?
Right now, I’m enjoying a great balance of meeting clients and leading my team. I want to keep building relationships, growing our business, and making a real difference for clients every day.
What's the best piece of advice you've ever been given?
The best advice I’ve ever been given is that your career is your responsibility. Don’t wait for opportunities - create them! That mindset has shaped how I work with clients: take control, make informed choices, and steer your own future.
Where do you get your inspiration to embrace what's next?
I’m inspired by the idea of not being a passenger. Taking control, making decisions, and helping clients do the same keeps me motivated. It’s about staying engaged and creating the future you want, not waiting for it to happen.
What's your favourite thing about your role?
My favourite thing is curating the right team and approach for each client. I love collaborating with investment managers, tax advisers, and lawyers, always keeping the client’s needs at the very centre of what we do.
What qualifications and memberships do you have?
- Fellow Personal Finance Society
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Financial Planning Certificate
- Certificate in Equity Release
- Certificate in Mortgage Advice
- Certificate in Life & Pensions
- Award in Long Term Care Insurance
- Authorised as a Pension Transfer Specialist by the Financial Conduct Authority (FCA)
- Member of Resolution
- STEP Affiliate