Professional Biography
Seeing that 'Aha' moment when something clicks for a client is so motivating.
How do you describe what you do?
I help people re-engage with their finances and plan for the future. From investments and retirement to tax planning, I work to build a clear, practical plan so you feel confident about your finances and the goals you want to achieve.
What's next for you professionally?
I look forward to working with a wide variety of clients and guiding them through life's financial challenges, whether that's retirement, divorce, business exits or estate planning, so they feel confident in their decisions.
What qualifications and memberships do you have?
- Certified Financial Planner™
- Chartered MCSI