I am a Chartered Financial Planner with over 25 years industry experience. I bring extensive knowledge to help clients navigate what can sometimes be a complex and changing financial landscape.
I work with private and corporate clients to develop plans that reflect their priorities, lifestyle and long-term goals – from savings and investments, retirement planning, wealth management, estate planning and protection. My approach is always rooted in understanding their objectives first.
I hold a BA in Financial Services, along with advanced qualifications in Pension Planning, Taxation and Trusts. I have recognised professional credentials including DipFA, CeMAP and APFS. I am also an Associate of the Personal Finance Society.
I believe that getting to know clients is key to delivering effective, long-term advice. I combine my experience and technical ability with my clients’ goals and ambitions to ensure a personal and effective financial plan is in place.
Outside of work, I enjoy travelling and spending time with my family.