Professional Biography
Good financial advice can really make a difference in people's lives
How do you describe what you do?
Working with individuals and families, identifying clients’ immediate and future needs and aligning their wealth to help them achieve their goals.
What's next for you professionally?
Accepting new clients
What's your area of expertise?
Experience advising clients on a range of financial decisions
What's your favourite thing about your role?
It’s rewarding to know that the advice I give can bring clarity, reduce stress, and help people make decisions that support both their financial goals and overall wellbeing.
Why does my role as a wealth manager matter?
Because good financial advice can make a real difference in people’s lives. I’m passionate about making sure clients have access to clear, personalised advice that helps them feel confident and in control.
What qualifications and memberships do you have?
- BSc (Hons) from Bournemouth University
- Diploma in Regulated Financial Planning - DipPFS
- Member of the Chartered Insurance Institute