Professional Biography
I'll help you to navigate the options available, giving you peace of mind that you're on track for a comfortable future.
How do you describe what you do?
I help individuals with their retirement, estate and wealth planning and how best to achieve a secure future for them and their loved ones.
What's next for you professionally?
To continue the work I do to the highest quality, whilst sharing my experience of almost 20 years with the next generation of advisers by mentoring and coaching.
What's your favourite thing about your role?
I feel privileged to give clients the confidence to achieve financial freedom throughout their lives and seeing the security this provides them and their family.
When you're not at work, what's your favourite thing to do?
I enjoy exploring the world, believing that travel broadens my perspective, makes me adaptable and builds on my planning skills. I also swim in the sea after beginning this during the pandemic as a way of maintaining friendships.
What qualifications and memberships do you have?
- Chartered Financial Planner
- Fellow of the Personal Finance Society