Professional Biography
The financial landscape is always evolving, and providing reassurance and clarity to clients through change is one of the most rewarding parts of what I do.
How do you describe what you do?
I advise entrepreneurs, business owners and executives on exits, retirement, estate planning and tax-efficient investments. With over 15 years’ experience, I deliver strategic financial planning across Yorkshire and the wider region.
What's next for you professionally?
I’m driving Evelyn Partners’ growth as Yorkshire’s leading wealth manager- delivering expert advice to business owners and entrepreneurs, while championing the next generation of financial planners to broaden our advice and improve client outcomes.
How did you start off in your career?
I come from a farming background and hold a Maths & Finance degree. I began my career advising the rural community, which naturally evolved into delivering strategic financial advice to entrepreneurs and business owners across the wider region.
What's your favourite thing about your role?
I love the variety in my role and the chance to apply logic to solve complex problems. The financial landscape is always evolving, and providing reassurance and clarity to clients through change is one of the most rewarding parts of what I do.
When you're not at work, what's your favourite thing to do?
I love playing cricket, golf, and watching Spurs. Holidays in the sun with a glass of wine are a favourite, but I also enjoy time on the family farm - especially spotting a ram worthy of the annual sales. If it’s sport, sunshine or sheep, I’m in!
What qualifications and memberships do you have?
- Chartered Financial Planner
- Fellow of the Personal Finance Society
- Mathematics with Finance BSc Hons