Professional Biography
No two days are the same: every client brings their own unique goals, challenges, and aspirations.No two days are the same: every client brings their own unique goals, challenges, and aspirations.
How do you describe what you do?
As Director of Financial Planning, I help individuals and business owners navigate complex financial decisions, with a particular focus on protection, retirement and later life planning.
What's next for you professionally?
I’m keen to build on my STEP qualification and technical experience to help explore broader financial planning strategies for my clients, as well as contributing more to thought leadership within Evelyn Partners.
What's the best piece of advice you've ever been given?
Don't stress about things outside of your control'. Worrying about things beyond your control only drains your time and peace of mind. This is my mantra and allows me to focus upon what is important.
What's your favourite thing about your role?
No two days are the same. Every client brings their own unique goals, challenges, and aspirations. As a natural problem solver, I thrive on the daily opportunity to guide them through complex decisions and deliver lasting peace of mind.
What's next for you personally?
As my children grow and become more independent, I’m looking forward to travelling more - exploring the world and immersing myself in different cultures and experiences.
What qualifications and memberships do you have?
- Fellow, Chartered Financial Planner FPFS
- STEP - Advance Certificate in Advising the Family Business