Professional Biography
Helping clients navigate life’s financial milestones remains my top priority.
How do you describe what you do?
I am an experienced financial planner with over a decade of expertise in helping my clients achieve their financial goals. I specialise in crafting tailored financial plans covering investment planning, tax efficiency, retirement and estate planning.
What's next for you professionally?
Helping clients navigate life’s financial milestones remains my top priority.
What's the best piece of advice you've ever been given?
The obstacle is the way.
What's your favourite thing about your role?
Solving complex financial puzzles for clients—turning uncertainty into clarity and helping them move forward with confidence.
When you're not at work, what's your favourite thing to do?
Spending quality time with my dog Milton. He loves to play fetch, run around and chase things.
What qualifications and memberships do you have?
- Chartered Financial Planner
- Fellowship member of the Personal Finance Society (FPFS)
- CISI Chartered Wealth Manager