Areas of expertise

Financial Planning, specialising at Evelyn Partners in the Divorce and Court of Protection & Personal Injury specialisms.

Experience

Skilled over many years in developing financial strategies designed for wealth accumulation, preservation and decumulation for clients at all stages of their lifetime journey.

Notable client work and achievements

Working for clients as a Financial Planner in the Wealth Management Industry for many years in the East Anglia region.  An active member of Resolution and the Cambridge and West Suffolk committee, working with other professionals helping clients with financial planning throughout and after divorce. More recently working within the Evelyn Partners COP and PI team as a financial planning specialist.

Professional qualifications/memberships

BSc (Hons), APFS, STEP Affiliate. Member of Resolution and the Cambridge and West Suffolk Resolution Commitee. Member of STEP (Society of Trust and Estate Practitioners), advising clients across generations.