Professional Biography
What I love most is time with my clients; their stories are rich, their journeys unique
How do you describe what you do?
Chartered Financial Planner guiding clients through life’s turning points. I help them see possibility in change, empowering bold decisions with clarity, strategy, and heart, so they can embrace what’s next with confidence.
What's next for you professionally?
Next, I’m focused on deepening my impact, expanding my work with clients facing complex transitions, and exploring leadership opportunities that allow me to mentor others, shape strategy, and help redefine what great financial advice looks like.
What's your area of expertise?
I am a specialist in pensions and tax-advantaged planning. I also support clients who have had a sudden change in wealth, as a divorce specialist, and in my work with lottery winners.
What's your favourite thing about your role?
What I love most is time with my clients; their stories are rich, their journeys unique. Being part of that, even in a small way, is a true privilege. It’s what makes my role meaningful: walking alongside people as they shape their futures.
What's next for you personally?
Personally, I’m embracing new challenges; learning sign language and staying active in my local drama society. One day, I’d love to write a murder mystery novel or play.
What qualifications and memberships do you have?
- MA(hons) MA(cantab) APFS
- Chartered Financial Planner
- Affiliate Member of Resolution
- Restricted Financial Adviser of the Year - Yorkshire Financial Awards 2025