Professional Biography
Change is inevitable so it's best to ride the wave rather than build a dam!
How do you describe what you do?
I help my clients get the best out of their money by understanding what's important to them and building a plan to help them get there.
What's next for you professionally?
I'm continually deepening my technical knowledge and working towards achieving higher qualifications so I can deliver more value to my clients.
Where do you get your inspiration to embrace what's next?
Change is inevitable so it's best to ride the wave rather than build a dam!
What's your favourite thing about your role?
Seeing the impact good advice can have on someone's life motivates me to keep learning and improving.
What qualifications and memberships do you have?
- DipPFS
- CII