I am a Chartered Financial Planner with over 17 years of experience in the financial services industry, specialising in financial planning, investment management, and tax planning. For the past 13 years, I worked at a top 50 accountancy practice, where I was privileged to cultivate and nurture long-standing relationships with a diverse range of clients.
I take great pride in seeing well-constructed financial plans come to life and witnessing the meaningful impact they have on my clients’ lives. Joining Partners Wealth Management has allowed me to continue delivering comprehensive financial planning. As an independent adviser, I am able to offer unbiased, client-focussed advice, ensuring that each plan is tailored to the unique needs and goals of each individual.
I am a firm believer that everyone should have a robust financial plan. A successful plan begins with a clear understanding of the client’s current financial position and their future aspirations, providing a structured framework and a roadmap targeted to help achieve their goals.
Delivering exceptional client experiences and unparalleled service is central to my approach. I am dedicated to continuous professional development to ensure that I remain equipped with the latest knowledge. Whether it’s retirement planning, investment strategies, or wealth management, the aim is to help clients navigate their financial journey with confidence and peace of mind.
When I am not helping clients, I enjoy spending time with my friends and family. I have two beautiful sons which together with the gym keeps me active and fit (and out of the pub!)