Professional Biography
What drives me most is curiosity. I believe the best advice comes from staying open, asking thoughtful questions, and learning something new every day.
How do you describe what you do?
I want to make a genuine difference, whether that’s helping someone retire earlier than they thought possible or guiding a family through a major transition with peace of mind.
What's next for you professionally?
To keep looking for new clients and new financial planning challenges which I can help solve.
What's the best piece of advice you've ever been given?
Curiosity is one of the most powerful tools we have. It keeps us learning, listening, and evolving.
What's your favourite thing about your role?
Helping individuals and families navigate complex financial decisions with clarity and confidence. What drives me most is curiosity. I believe the best advice comes from staying open, asking thoughtful questions, and learning something new every day.
When you're not at work, what's your favourite thing to do?
As a dad of two when I’m not working, I love spending time with my family. Whether it’s a walk through the countryside or a curious five-year-old asking big questions, there’s always another tree to climb!
What qualifications and memberships do you have?
- Full member of the Society of Trust & Estate Practitioners
- Fellow of the Financial Planning Society
- Master of Laws, and Bachelor of Laws from University of Exeter