Having enjoyed a successful career in retail banking for many years, I qualified as a financial adviser in 2008. With a wealth of experience across commercial and personal financial advice, I now assist business owners and private clients with all aspects of their financial planning. This includes business and personal protection, retirement planning, investments, inheritance tax planning, intergenerational wealth planning, and structuring wealth and income tax efficiently.
Utilising a holistic approach that accounts for every aspect of their personal and business finances, I can help my clients take full advantage of their financial arrangements, fulfil their long-term goals and maintain financial security.
I believe that financial planning is something we all need and relate to yet it’s an area often neglected. Having the right plans in place can make a real difference to help fulfil long-term goals and maintain financial security.
Away from work, I love to travel and soak up new cultures, cuisines and experiences. I enjoy trying to replicate all the different dishes I try on my travels in my own kitchen. I also enjoy reading, networking and spending quality time with my family and friends.