Professional Biography
Whether long-term planning, adapting to life changes, or providing reassurance during uncertain periods, I find it truly rewarding to play a part in helping clients thrive financially.
How do you describe what you do?
I specialise in retirement planning, cash flow modelling, estate planning, and assisting clients experiencing a change in wealth due to divorce. I provide tailored advice designed to guide clients through every stage of their financial journey.
What's next for you professionally?
I aim to broaden my knowledge by working towards Chartered status, strengthening my technical capability and reinforcing the high standards I bring to my clients. I also want to continue building my work with clients who have complex planning needs.
Where do you get your inspiration to embrace what's next?
I draw my inspiration from my clients who place their trust in me to guide them through some of the most meaningful financial decisions of their lives. Their aspirations push me to stay forward thinking and to approach each day with purpose.
What's next for you personally?
I’m excited to embark on more travelling, immersing myself in different cultures. I also plan to continue challenging myself. Climbing Ben Nevis is one of the next goals on my list, and I’m committed to developing new skills by learning to ski.
When you're not at work, what's your favourite thing to do?
I love taking on new challenges. I’ve had the privilege of skydiving for charity and climbing Scafell Pike and Snowden. I also value the time I spend with my two sons and creating new memories.