Professional Biography
Clients should feel they can come to us with anything financial and have complete confidence that whether it be by ourselves or by collaborating with their other trusted advisers, we will get them the right outcome.
How do you describe what you do?
I help people use their money to get them closer to really living the lives that they want to.
What's next for you professionally?
To continue to be the trusted adviser on all things financial for my clients and their families.
What's your area of expertise?
Estate planning and helping business owners pre, during and post exit.
What's your favourite thing about your role?
The privileged position we are in to add real value to people’s lives via their finances.
When you're not at work, what's your favourite thing to do?
Train my dogs, whether that be at home, or attending seminars around the country. Or if I'm not doing that and want to actually relax, go to a good restaurant and try great food and wines.
What qualifications and memberships do you have?
Chartered Financial Planner
Fellowship of the Personal Finance Society,
Affiliate Member of the Society of Trust and Estate Practitioners