Professional Biography
I love finding meaningful financial solutions that make a real impact
How do you describe what you do?
I help clients achieve long-term financial goals with clear, personal advice. My expertise includes investment, retirement, inheritance tax, and cash flow planning. I also specialise in tax-efficient strategies for high-income households.
What's next for you professionally?
I'm working towards Chartered status while carving out a niche supporting business owners, entrepreneurs, and high-income households. My aim is to deliver expert, strategic advice tailored to their unique financial challenges and ambitions.
What's your area of expertise?
I specialise in investment planning, IHT mitigation, and tax-advantaged investments. My focus is on improving tax efficiency through strategic, tailored advice that helps clients grow and protect their wealth over the long term.
What's your favourite thing about your role?
I love finding meaningful financial solutions that make a real impact. Meeting successful people from all walks of life brings a rich exchange of experience and insight, and I enjoy helping people elevate their finances to the next level.
When you're not at work, what's your favourite thing to do?
I love staying active—gym sessions and weekly Padel games keep me moving. My partner and I are big on travel, socialising, and discovering new restaurants.