Professional Biography
I turn my client's aspirations into actionable plans that shape their futures
How do you describe what you do?
Partnering with clients through every life stage, building trusted relationships and delivering personalised planning to grow, protect, and maximise financial potential for lasting confidence now and for future generations.
What's next for you professionally?
I’m focused on expanding my leadership impact by driving strategic financial planning, mentoring talent, and contributing to business transformation while progressing towards becoming a Partner in the business.
What's the best piece of advice you've ever been given?
"Focus on what you can control, and let go of what you can’t." So much stress and frustration comes from trying to influence things outside our control like other people’s opinions, unexpected events, or outcomes we can’t guarantee.
When you're not at work, what's your favourite thing to do?
Outside of work, I enjoy traveling and spending time with friends and family. Exploring new destinations gives me adventure and cultural experiences. At home, I love renovating and tackling creative projects.
Why does my role as a wealth manager matter?
As a wealth manager, I help clients achieve financial security, navigate uncertainty, and build lasting legacies - turning aspirations into actionable plans that shape futures.
What qualifications and memberships do you have?
DipCII