Professional Biography
I love meeting new people, hearing their stories, and helping them shape their financial future.
How do you describe what you do?
I help individuals and families make the most of what they’ve built, creating tailored financial plans that reflect their goals, maximise efficiency, and support a confident, fulfilling future.W
What's next for you professionally?
I’m focused on building long-term relationships with great clients, deepening my expertise in divorce planning, continuing my journey at Evelyn Partners, and working towards achieving fellowship.
What's the best piece of advice you've ever been given?
It might sound simple, but the best advice I’ve received is to be yourself. Don’t shape-shift to fit what you think others want, your personality is your superpower, and being authentic is what builds real trust and connection.
What's your favourite thing about your role?
I love meeting new people, hearing their stories, and helping them shape their financial future. As a naturally chatty person, it’s a joy to connect with clients and support them in achieving what matters most to them.
Why does my role as a wealth manager matter?
With so little financial education available and the stress money can cause, my role matters, as I help people understand and take control of their finances- guiding them toward financial peace of mind.
What qualifications and memberships do you have?
Chartered Financial Planner APFS