Professional Biography
I love getting to know my clients—understanding what truly matters to them now and in the future.
How do you describe what you do?
My role is to bring clarity to complex financial matters—whether that’s retirement planning, investment strategy, or protecting wealth for future generations
What's next for you professionally?
I am focused on staying ahead of legislative changes and ensuring my advice remains fully aligned to latest standards
How did you start off in your career?
After studying Psychology at Northumbria University, I began my career as a mortgage broker. That experience sparked a deeper interest in financial planning, leading me to qualify as a Financial Adviser and join Evelyn Partners eight years ago.
What's your favourite thing about your role?
I love getting to know my clients—understanding what truly matters to them now and in the future. That insight allows me to build tailored financial plans that adapt over time and support confident, well-informed decisions at every stage.
When you're not at work, what's your favourite thing to do?
I’m a keen runner and love spending time with my family. Living by the coast means we’re often at the beach—usually with our Cocker Spaniel racing ahead. It’s where I recharge and enjoy the simple moments that matter most.
What qualifications and memberships do you have?
Chartered ALIBF.