With our daily lives busier than ever, taking the time to organise our financial affairs and plan for the future often falls by the wayside.
Many of us do not prioritise the importance of financial planning to ensure we have adequate protection for our family and sufficient funds for retirement through risk appropriate investments. The dynamic global economy and political landscape, coupled with the complexities of pension arrangements and constantly changing government policies, can make us feel overwhelmed about sorting out our financial affairs. I help individuals and families organise their assets and give them peace of mind that they have a plan in place to achieve their financial goals in the short and long term.
I work with clients at all stages of their lives to provide tax optimisation strategies, inheritance tax advice and cash flow planning. I can help you plan for key expenditures such as moving house, paying for your children’s education and giving them a helping hand onto the property ladder and ensuring you have sufficient funds for long-term care should you need it later on. By building a strong relationship with my clients, I am able to help in the good times as well as when unexpected life events occur and financial goalposts inevitably change.
I have worked at Partners Wealth Management since 2016. After graduating from Cambridge, I was a teacher for a number of years before moving into the financial services industry. Outside of the office, I enjoy running, attending gym classes and hiking, particularly in the Scottish Highlands. I’ve also recently started to play golf much to my fiancé and father’s delight!