I am an Independent Financial Planner and member of the Chartered Insurance Institute, with approximately five years’ experience, and am currently studying for my Chartered exams. My journey into financial planning began after earning a degree in Business and Marketing at Florida Atlantic University, where I also competed on the NCAA Division 1 men’s golf team.
Having joined Partners Wealth Management in 2025, I advise in all areas of financial planning, providing a high level of service and communication to clients, including business owners and professionals. I enjoy building long term relationships with families, including helping the next generation to build wealth.
I specialise in working with clients who are in or approaching retirement, helping them create a personalised plan that not only supports their financial goals but also enhances their overall retirement experience. Taking a holistic approach, I encourage clients to envision how they want to spend this next chapter – whether that means discovering new passions, deepening social connections, or pursuing meaningful hobbies. Combining these areas with their financial goals I then use advanced cash flow planning tools to clearly illustrate a tailored financial strategy that brings their vision to life.
Outside of work, sport remains a huge passion of mine being a member of Hankley Common Golf Club, qualified tennis coach, captain of my local cricket team and a Formula 1 fanatic.
I live on the Surrey / Hampshire border with my fiancée, Emily; we love exploring European cities and going for long dog walks (when we aren’t wedding planning!)