Professional Biography
Every conversation, every client success, every new idea is a reminder that our work has real impact
How do you describe what you do?
I help individuals, families and business owners make confident financial decisions by developing personalised plans that align with their goals, objectives and values. I specialise in helping entrepreneurs before, during and after liquidity events.
What's next for you professionally?
Continuing to elevate the way we serve our clients - helping more families and business owners create clarity and confidence in their financial future. I'm also focused on driving innovation in how we deliver our advice.
Where do you get your inspiration to embrace what's next?
From the people I look after and the team I work with. Every conversation, every client success, every new idea is a reminder that our work has real impact and we can continue to further enhance what we do - that's what keeps me moving forward.
What's your favourite thing about your role?
Seeing my clients achieve their goals and knowing the advice I provide makes a real difference.
Why does my role as a wealth manager matter?
Every decision I help clients make can shape their future - giving them confidence, security and the financial freedom to focus on what truly matters.
What qualifications and memberships do you have?
CII Fellow Chartered Financial Planner (FPFS)