Professional Biography
I’m passionate about helping people navigate life’s transitions with clarity and confidence.
How do you describe what you do?
I help clients make financial decisions through holistic planning, estate and retirement strategies, and cash flow analysis—bringing clarity to their wealth now and for the future.
What's next for you professionally?
Focus on deepening the impact I have, both with clients and within the wider financial planning community. I’m passionate about helping people navigate life’s transitions with clarity and confidence.
How did you start off in your career?
I began my career in finance in 2013 after losing my father. The experience highlighted the value of trusted advice and strategic estate planning, inspiring my commitment to detail, empathy, and helping others feel confident in their financial future.
What's your area of expertise?
My expertise is in cashflow planning—building clear, strategic models that help clients understand how their finances will evolve over time. I focus on aligning income, spending, and goals to support confident, informed financial decisions.
What's your favourite thing about your role?
The favourite thing about my role is helping people gain clarity and confidence in their financial future. I love turning complex scenarios into simple, meaningful plans that empower clients to make informed decisions and feel secure.
When you're not at work, what's your favourite thing to do?
When I’m not at work, I enjoy motorsports, travelling, and getting away in my campervan. It’s a great way to switch off, explore new places, and enjoy a bit of freedom and adventure outside of the day-to-day.
What qualifications and memberships do you have?
DipPFS