Professional Biography
I have a young family and I love to spend time with them, watching them develop and grow.
How do you describe what you do?
Helping professionals, senior executives and their families navigate complexity, providing bespoke financial advice and strategic planning services.
What's next for you professionally?
I’m expanding my expertise in intergenerational wealth planning and complex financial structures, aiming to build trusted relationships through clarity, confidence, and forward-thinking solutions in a changing financial landscape.
What's the best piece of advice you've ever been given?
Measure twice, cut once!
When you're not at work, what's your favourite thing to do?
I have a young family and I love to spend time with them, watching them develop and grow.
Why does my role as a wealth manager matter?
As a wealth manager, I help clients make confident decisions and protect what matters most - guiding them through financial complexity with clarity and care, and aligning their wealth with long-term personal and family aspirations.
What qualifications and memberships do you have?
- BA Hons (1st Class Honours)
- DipPFS