Professional Biography
I love helping clients make confident decisions about their future
How do you describe what you do?
As an Associate Financial Planner, I provide tailored financial planning advice to my own clients and support a Managing Partner in delivering high-quality advice to his clients. I focus on helping people make confident, informed financial decisions.
What's next for you professionally?
Next for me professionally is achieving Chartered Financial Planner Status and continuing to build my own client based. I'm focused on developing deeper expertise in retirement and investment planning.
What's the best piece of advice you've ever been given?
The best advice I have been given is to always be kind as you never know someone else is going through.
How did you start off in your career?
I have worked for Evelyn Partners for 23 years. I started with admin and have worked my way through the departments in Financial Planning.
What's your area of expertise?
I have a real love for Cashflow Planning and how it helps clients see the bigger picture and make confident decisions about their future.
What qualifications and memberships do you have?
Diploma in Regulated Financial Planning