Professional Biography
Having a discussion about what really matters most - that's rewarding.
How do you describe what you do?
I provide expert, holistic wealth advice to help clients and their families achieve their financial goals.
What's next for you professionally?
I will continue supporting clients as they navigate the evolving landscape of wealth and estate planning, particularly in response to recent policy changes.
What's the best piece of advice you've ever been given?
"Honesty is the best policy".
What's your favourite thing about your role?
Building relationships of real trust with my clients, through the delivery of honest and impartial financial advice.
Do you have a significant experience that your clients would want to hear about?
I have advised many of my own family members on their finances, which comes with an extra layer of pressure!
Where's your favourite place to meet with your clients?
I enjoy meeting my clients in their homes when the opportunity arises, which is generally a more relaxed venue for a meeting, often leading to discussions on the things that matter most.