Professional Biography
I love meeting clients and helping them feel confident about their financial future—knowing they’re better off than when we first met.
How do you describe what you do?
I help clients achieve their financial goals and to make the best use of the wealth they have.
What's next for you professionally?
To continue to develop my skills and continue to assist as many people as possible.
How did you start off in your career?
I started as an office junior in a high street bank, making tea, running errands and folding statements ... but that was a long time ago now.
What's your area of expertise?
My biggest area of focus is on inheritance tax mitigation, albeit I assist clients with all areas of financial planning.
What's your favourite thing about your role?
What I love most about my job is meeting clients and helping them feel confident about their financial future—knowing they’re in a better place than when we first met
What qualifications and memberships do you have?
Level 4 Diploma in Financial Planning.