Professional Biography
Time with family is the most important commodity we have.
How do you describe what you do?
I help clients make confident financial decisions by creating clear, personalised strategies for their wealth, retirement and estate planning.
What's next for you professionally?
I’m excited to keep growing as a trusted adviser, helping clients navigate life’s big decisions and evolving legislation and I am passionate about mentoring the next generation of planners.
What's the best piece of advice you've ever been given?
Value every day with family as if it's the last - time with them is the most important commodity we have.
What's an experience with a client that's stuck with you?
Seeing the benefit of advising a long-standing family client to structure their estate and save life-changing amounts of inheritance tax for their children was incredibly rewarding.
When you're not at work, what's your favourite thing to do?
I love being active, so outside of work I can be found playing tennis or padel, skiing in the winter or exploring new places through overseas travel.
What qualifications and memberships do you have?
- Chartered Financial Planner (APFS) - Chartered Insurance Institute (CII)
- Advanced Diploma in Financial Planning - Chartered Insurance Institute (CII)
- Investment Management Certificate (IMC) - CFA UK