Professional Biography
I help clients bring together the "jigsaw pieces" of their wealth, creating a cohesive financial plan.
How do you describe what you do?
I am a highly qualified and experienced Senior Chartered Financial Planner, a Fellow of the Personal Finance Society and assist my clients with every area of their Wealth Management and Financial Planning.
What's next for you professionally?
Continuing to provide my clients with exceptional, "outside-of-the-box-thinking", financial planning to ensure their lifestyle and family objectives are met, with tax optimisation at the front and centre of my planning.
What's an experience with a client that's stuck with you?
After an unexpected divorce, a client feared she'd work another decade before retiring. Using my Lifetime Wealth Model, we agreed she could retire that very year. Her tears of relief in my office are a moment I'll never forget.
What's your area of expertise?
With 25 + years' experience as a Planner - I am recognised for my expertise in complex Tax Optimisation, Estate Planning and Retirement Drawdown. I help clients bring together the "jigsaw pieces" of their wealth, creating a cohesive financial plan.
When you're not at work, what's your favourite thing to do?
Walking my mini-Dachshund, Ollie. No matter how busy or stressful things get, coming home to his wagging tail and sheer excitement that I'm home is a wonderful feeling. Dogs enjoy the simple things in life, there is a lesson in that for us all.
What qualifications and memberships do you hold?
- Fellow of the Personal Finance Society (FPFS)
- Chartered Financial Planner (APFS)
- Advanced Financial Advice (LIBF)
- BA(Hons) Financial Services