Professional Biography
I help our most vulnerable clients by supporting their unique needs.
How do you describe what you do?
I specialise in creating tailored financial plans for individuals with clinical negligence or personal injury settlements. I work closely with Deputies and Trustees to ensure plans are sustainable, secure, and aligned with clients’ long-term goals.
What's next for you professionally?
To deepen my expertise in Court of Protection and Personal Injury financial planning, strengthen relationships with Deputies and Trustees, and develop innovative strategies that ensure long-term security and sustainability for vulnerable clients.
How did you start off in your career?
After graduating from Royal Holloway in 2017, I started my career as a paraplanner at RBC Brewin Dolphin. This role gave me a strong technical foundation and over seven years’ experience in Court of Protection and Personal Injury financial planning.
What's your favourite thing about your role?
I enjoy building trusted relationships with Deputies, Trustees, and clients, ensuring financial plans provide security and peace of mind. Helping vulnerable individuals achieve stability and confidence in their future is the most rewarding part.
Why does my role as a wealth manager matter?
My role ensures that vulnerable clients receive robust, sustainable financial strategies tailored to their unique needs. This support provides long-term security, enabling them to live fulfilling lives with confidence and financial clarity.
What qualifications and memberships do you have?
- Chartered Financial Planner
- Fellow of The Personal Finance Society
- Award in Long Term Care Insurance
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice and Dealing
- Certificate in Paraplanning