Professional Biography
I help individuals and families build clarity and confidence around their financial futures.
How do you describe what you do?
I help individuals and families build clarity and confidence around their financial futures, with a focus on lifetime financial planning.
What's next for you professionally?
Continue supporting clients with complex planning needs.
How did you start off in your career?
I began my career in banking, working in various client-facing roles which included mortgage advice and financial advice. I joined Evelyn Partners in 2022 to provide holistic financial planning advice.
What's your area of expertise?
- Lifetime financial planning using cashflow modelling
- Pension and retirement planning
- Estate and inheritance tax planning
- Investment planning
When you're not at work, what's your favourite thing to do?
Outside of work I enjoy playing golf, keeping fit in the gym and spending time with friends and family.