Professional Biography
I view my role as more than just managing money; it’s about helping my clients understand what their money can do for them which allows them to squeeze the most out of life!
How do you describe what you do?
Life is not a dress rehearsal. So I view my role as more than just managing money; it’s about helping my clients understand what their money can do for them which allows them to squeeze the most out of life!
What's next for you professionally?
I genuinely enjoy being part of Evelyn Partners - a firm whose values and ambitions closely align with my own. I'm always looking to grow, both personally and professionally, and I believe the effort I put in will shape the opportunities I get out.
What's your area of expertise?
My expertise lies in working with owner-managed businesses, Inheritance Tax (IHT) and inter-generational planning and income planning in retirement.
What's your favourite thing about your role?
I really enjoy meeting and learning about different people from different walks of life. Clients often reveal things about themselves that they may not have even told their spouse! It's a privilege to be trusted with this.
When you're not at work, what's your favourite thing to do?
Three things - running, riding my motorbike & spending time with friends & family.
What qualifications and memberships do you have?
- Chartered Financial Planner
- Member of the Chartered Insurance Institute and Personal Finance Society