Professional Biography
Seeing clients feel informed and confident is hugely rewarding and motivates me to keep growing and embracing what’s next.
How do you describe what you do?
I work with clients and their professional advisers to create bespoke, tax-efficient, holistic financial plans; assessing the feasibility of their objectives so they can make confident, informed decisions for long-term security.
What's next for you professionally?
I’m working towards Chartered Financial Planner status, committed to ongoing professional growth and deeper expertise, whilst collaborating with clients and advisers to shape thoughtful, forward-looking strategies for their financial future.
How did you start off in your career?
I began my career at 18 as a trainee financial and mortgage adviser at a boutique firm in Dorset, where I grew up. After completing my exams and qualifying as a financial adviser, I joined Evelyn Partners and later moved to Bristol.
Where do you get your inspiration to embrace what's next?
I’m inspired by building meaningful connections and helping people understand their finances. Seeing clients feel informed and confident is hugely rewarding and motivates me to keep growing and embracing what’s next.
When you're not at work, what's your favourite thing to do?
When I’m not at work, I am an avid golfer and I stay active through running and the gym. Cooking is a big passion and my creative outlet, I find it a great way to switch off and experiment with new ideas.
What qualifications and memberships do you have?
- CII Personal Finance Society Diploma Member
- DipPFS