Professional Biography
I care deeply about helping people move forward after life-changing events, giving them peace of mind about their finances and the confidence to make meaningful decisions, by making complex things simple and ensuring they always feel informed, supported, and in control.
How do you describe what you do?
I work closely with clients and their families after life changing events, helping them feel secure about their finances and confident about the future, so they can focus on rebuilding, moving forward, and living their best lives with peace of mind.
What's next for you professionally?
To keep raising the bar, deepening our understanding of how to support clients and families after life changing events, investing in my team's growth, and working with outstanding experts so we can help more people build secure, fulfilling futures.
What's an experience with a client that's stuck with you?
Every client I work with inspires me; their courage and determination while facing major physical and psychological challenges is remarkable. I’m continually humbled by their resilience and amazed by how people adapt, rebuild, and move forwards.
What's your area of expertise?
I specialise in Court of Protection and Personal Injury Trust financial planning, delivering cashflow planning, tailored financial plans, PPO checking, and investment and tax advice for vulnerable clients.
What's your favourite thing about your role?
Watching clients progress after settlement, moving into homes customised to their needs and beginning to enjoy life is a true privilege. Being part of their wider team, helping them remain financially secure, is something I am genuinely proud of.
What qualifications and memberships do you have?
FPFS