Professional Biography
I provide financial advice to genuinely make a difference to people's lives.
How do you describe what you do?
I help individuals and families organise their finances and make a plan for the future. This could be planning for retirement, (including the NHS pension) or navigating a significant life event such as divorce or a life changing injury.
What's next for you professionally?
I want to continue to be able to use my powers for good and ensure I can provide the right advice at the right time, to genuinely make a difference to people's lives.
What's the best piece of advice you've ever been given?
Keep it simple, always try your best, treat others how you want to be treated.
What's your favourite thing about your role?
In my role I am very privileged to be able to 'see what is behind the curtain' and be let into people's lives. I take that responsibility very seriously and really enjoy working with people over time to watch them grow personally and financially.
What qualification and memberships do you have?
Chartered Financial Planner and Fellow of the Personal Finance Society