Professional Biography
I help our most vulnerable clients by supporting their unique needs.
How do you describe what you do?
I provide holistic financial planning to individuals and families, helping them achieve their long-term goals. I also work with Deputies, Trustees and vulnerable clients in the Court of Protection and Personal Injury sector.
What's next for you professionally?
To continue growing my expertise in private client financial planning while developing my specialist knowledge in the Court of Protection and Personal Injury sector, ensuring I deliver the highest standard of advice and support.
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