Professional Biography
I laugh with my clients, I cry with them, and their wins feel like my wins
How do you describe what you do?
I’m a dual-qualified financial planner (ATT & DipPFS) specialising in wealth management. I help clients grow, protect, and pass on their wealth with tailored financial advice using tax-efficient strategies.
What's next for you professionally?
I’m working towards Chartered status to deepen my expertise and continue delivering high-quality advice. Long-term, I aspire to become a Partner so I can keep building lasting relationships and helping clients achieve their financial goals.
What's your favourite thing about your role?
I love building close, long-term relationships with my clients and really getting to know them, what matters most, and helping them feel confident and supported through tailored, thoughtful financial advice.
When you're not at work, what's your favourite thing to do?
Outside of work, I love playing netball, going to the theatre, and catching up with friends over a beer. It’s all about staying active, having fun, and enjoying the little things so I can come back refreshed and show up fully for my clients.
Why does my role as a wealth manager matter?
My role matters because it’s about more than just money, it’s about people. I laugh with my clients, I cry with them, and their wins feel like my wins. Building those close, trusted relationships is what makes my work so meaningful.
What qualifications and memberships do you have?
- ATT
- DipPFS