Having completed my degree in Accounting and Finance, I started my career in wealth management with a Surrey based independent financial advice firm, which specialised in working with current and former partners of one of the ‘Big 4’ accountancy firms. I gained a valuable grounding in helping high-net-worth individuals and their families to achieve their financial goals, as well as navigating the investment restrictions they faced.
I joined Partners Wealth Management in 2019 as a Paraplanner and have built on my knowledge and experience, and together with my team to help a wide range of clients (both individuals and families) work towards their financial freedom. Having graduated from the firm’s Adviser Academy, I am now focused on utilising the firm’s investment independence and award-winning proposition to help clients and build long-standing relationships with them.
My areas of expertise include:
- cashflow modelling,
- tax optimisation,
- succession planning, and
- investment selection and review.
Outside of work I enjoy sport, travel and socialising with friends and family.