Professional Biography
Helping a client of mine to retire with confidence from working over 40 years, the tears of joy following her resignation was something I will never forget!
How do you describe what you do?
I help individuals and families make informed wealth decisions by building strong relationships and understanding their goals. I tailor advice to suit each life stage, whether planning for retirement or leaving a legacy.
What's next for you professionally?
Next up for me is continuing to build great client relationships, tailoring advice to life’s big moments, and growing my expertise to continue to help my clients make future decisions with confidence.
What's an experience with a client that's stuck with you?
Helping a client of mine to retire with confidence from working over 40 years, the tears of joy following her resignation was something I will never forget!
Where's your favourite place to meet with your clients?
In clients homes, getting to understand more about them and what makes them tick.
When you're not at work, what's your favourite thing to do?
Outside of work I can often be found playing golf and spending time with my young family.
What qualifications and memberships do you have?
Chartered Financial Planner.