Professional Biography
Clarity beats complexity; simple repeatable steps win over time.
How do you describe what you do?
I help individuals, families and businesses achieve their financial goals. I turn complex financial positions into clear, actionable plans, guiding clients through every stage of their financial journey.
What's next for you professionally?
My priority is to help more clients achieve their goals by delivering clear, proactive advice and ensuring every client feels confident and supported. I’m also expanding financial education initiatives to empower clients.
What's the best piece of advice you've ever been given?
Always listen first. Ask clear questions, summarise what you heard, then act. If you truly understand someone’s goals and worries, the right plan becomes obvious—and trust follows. Clarity beats complexity; simple repeatable steps win over time.
What's your favourite thing about your role?
My favourite part of my role is simplifying complex financial matters for clients. I enjoy turning uncertainty into clarity, providing tailored solutions, and seeing clients feel empowered to make confident decisions about their financial future.
Why does my role as a wealth manager matter?
Financial planning matters because it turns uncertainty into informed action. I help people protect and grow wealth, align money with values, and make confident choices—so they can focus on family, work and wellbeing with real peace of mind for life.
What qualifications and memberships do you have?
- (STEP) Affiliate Member of the Society for Trust & Estate Practitioners
- (STEP) Advance Certificate in Advising Family Business
- (CII) Chartered Financial Planner of the Personal Finance Society - APFS
- (CII) Certificate in Advance Mortgage Advice
- (CII) Certificate in Discretionary Investment Management
- (CII) Certificate in Securities Advice and Dealing