Professional Biography
I help clients stop and really ask 'what are we doing here?' and 'how do we get to where we want to go next?'
How do you describe what you do?
I help individuals and families achieve financial goals through tailored holistic planning, and ongoing support - empowering confident decisions and adapting strategies as life evolves.
What's next for you professionally?
I’m committed to helping more clients achieve their life goals through prudent financial planning. I also intend to complete my final examinations to attain Fellowship with the Chartered Insurance Institute
How did you start off in your career?
I started my career at Lloyds Bank in Brighton around 13 years ago, before providing financial advice at Santander and at an independent financial advice firm, eventually joining Evelyn in 2025.
What's your favourite thing about your role?
What I love most is helping clients focus on what truly matters. Many rarely stop to ask, ‘why are we doing this?’ or ‘how will we get there?’ As financial planners, we bring clarity and help them achieve what’s best for their future.
When you're not at work, what's your favourite thing to do?
Outside of work, I’m a keen sportsman and enjoy going to the gym, playing golf, and football. I also love spending time with my wife and our dog, Norman, taking countryside walks followed by a Sunday lunch.
What qualifications and memberships do you have?
- CII Chartered Financial Planner
- LIBF Level 4 Diploma for Financial Advisers