Professional Biography
It’s amazing how much common ground you find once you start talking...
How do you describe what you do?
My role is really about getting to know you—understanding your circumstances, your priorities, and what you want to achieve financially. From there, I help shape a plan that’s tailored to you, so you can move forward with confidence and clarity.
What's next for you professionally?
I’m focused on growing as an adviser through ongoing learning and developing specialist knowledge—so I can continue offering high-quality advice and support to more clients.
What's the best piece of advice you've ever been given?
Seek first to understand, then to be understood
Where do you get your inspiration to embrace what's next?
This industry’s always evolving, which suits me. I enjoy working in a dynamic environment. Financial advice changes so often, you’ve got to be ready to adapt.
What's your favourite thing about your role?
Without a doubt, it’s getting to speak with such a wide variety of people. It’s amazing how much common ground you find once you start talking—it’s one of the most rewarding parts of the job.
What qualifications and memberships do you have?
Chartered Financial Planner.