Professional Biography
My role matters because great financial advice isn’t just about numbers - it’s about helping people make smart, informed decisions that shape their future.
How do you describe what you do?
I work with clients to simplify financial decisions and build tailored plans that evolve with their lives - bringing clarity, confidence, and purpose to how their wealth is managed.
What's next for you professionally?
I’m focused on delivering meaningful advice, strengthening relationships, and continuing to add value across complex client scenarios.
Why does my role as a wealth manager matter?
My role matters because great financial advice isn’t just about numbers - it’s about helping people make smart, informed decisions that shape their future.
What qualifications and memberships do you have?
Chartered Financial Planner.