Professional Biography
I want to help bring financial peace of mind to more clients in the north.
How do you describe what you do?
I specialise in retirement, cash flow modelling, intergenerational planning and business exits for individuals, families and business owners. I like to help simplify complex financial decisions so clients can confidently achieve their goals.
What's next for you professionally?
I joined the Leeds Team in 2022, having previously worked out of the Manchester and Nottingham offices. Now settled closer to my roots, I want to help bring financial peace of mind to more clients in the north.
What's your favourite thing about your role?
Delivering news to clients such as they can retire early; we could save significant tax and pass more on to loved ones or give a solution to their problem that’s going to provide peace of mind is incredibly rewarding and fulfilling.
When you're not at work, what's your favourite thing to do?
Planning trips and visiting new places this led me to work in Canada, Greece and the USA when younger, more recently I was lucky enough to honeymoon in Japan. I have a natural interest in most sports, enjoy skiing and I am a member of a running club.
What qualifications and memberships do you have?
Dip PFS - CII.