Professional Biography
My purpose is to advise clients through complex and life‑changing events with clarity and care, ensuring long‑term financial confidence.
How do you describe what you do?
I advise private clients and corporates. Separately, I provide specialist advice to seriously injured clients, their deputies and trustees and clients going through divorce, ensuring settlements are structured tax‑efficiently for the long term.
What's next for you professionally?
I am motivated in supporting an exceptional team and expanding our specialist work in PI&COP and divorce, while continuing to champion women in finance through mentoring, education and financial empowerment - there is still so much work to do here.
What's the best piece of advice you've ever been given?
Change is inevitable in life. Anyone can thrive when things are going well, but it’s how you rise from difficult moments that truly defines you.
What's an experience with a client that's stuck with you?
There have been many. I’ll never forget the moment a quiet father, overwhelmed by years of fear and uncertainty, saw through our advice his son’s future was now secure, he broke down. His shoulders dropped and said "I can simply be his father again”.
How did you start off in your career?
In an underground office we lovingly called ‘the dungeon’, giving investment fund advice over the phone. It was gruelling work, but it drove me throughout life to be where I am today, providing the level of service I do to my clients.
Where do you get your inspiration to embrace what's next?
I take inspiration from my family and the clients I work with. Their strength and resilience through the difficult moments they’ve faced and overcome, encourages me to embrace new challenges with an open mind.
Where's your favourite place to meet with your clients?
Genuinely anywhere my clients feel most comfortable discussing their personal finances. To fully understand their current circumstances, concerns and objectives and therefore enabling me to deliver truly bespoke, long‑term tailored advice.
When you're not at work, what's your favourite thing to do?
Spending quality time with my crazy kids, friends and huge family on the beaches or sailing in Devon. Competing in HYROX competitions across the UK, running or watching live rugby and Formula 1.