Professional Biography
I enjoy working with my clients to achieve their financial goals and aspirations.
How do you describe what you do?
I work with high-net-worth individuals and business owners to structure their financial affairs.
What's next for you professionally?
I would like to progress to Partner within the business and having become a Team Leader in mid-2024 I am keen to work with my team to develop and help them achieve their own career aspirations.
What's an experience with a client that's stuck with you?
Early in my career, I met a wealthy client in a luxury care home who regretted missing holidays and life experiences to build her savings. It was an early lesson that wealth should enhance life, not replace it.
What's your area of expertise?
Entrepreneurs, Business Owners and Directors, business exit, retirement planning, estate planning, inheritance tax and succession, tax efficient investments, tax advantaged investments (VCT, EIS & BR).
What's your favourite thing about your role?
Every client is unique, with different goals and circumstances. My role lets me apply knowledge and experience to deliver tailored advice - not one-size-fits-all solution. This makes the job rewarding and fun.
What qualifications and memberships do you have?
Chartered Financial Planner and Fellow of The Personal Finance Society.