Professional Biography
Success comes from preparation, consistency and trust, principles I bring to every client relationship and financial planning journey.
How do you describe what you do?
I work with clients to understand what they want to achieve, build a clear financial plan and bring together the right expertise to help them grow, protect and manage their wealth over the long term.
What's next for you professionally?
By continually enhancing my knowledge and skills, I aim to provide clients with clear, practical guidance that supports their long-term financial goals.
How did you start off in your career?
I started my career in professional rugby, where trust, strategy and striving for excellence were key to success. Those same principles now guide my approach to building lasting client relationships and supporting financial goals.
Where do you get your inspiration to embrace what's next?
Elite sport taught me that growth never stops. I’m inspired by the opportunity to keep learning, building trusted relationships and helping clients make confident decisions for the future.
What's your favourite thing about your role?
I enjoy working alongside clients as part of their journey, helping them plan for the future and achieve goals that matter most to them.
What qualifications and memberships do you have?
Investment Advice Diploma (IAD) - Financial Planning and Advice
Certificate in Paraplanning