"You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose." – Dr Seuss
wealth management, pensions and retirement, business including employee benefits, tax, protection and IHT/Succession Planning.
I once recited the entire lyrics of Firestarter by The Prodigy, while doing the 192m Bungee Jump at the Europabrücke Bridge, Innsbruck, Austria dressed in a Princess Leia costume for charity and raised over £7,000. Yes I did lose the wig!
With over 20 years of experience within the financial services sector, I have provided financial advice to the clients of two major high street banks: HSBC and NatWest, as well as progressing to the independent market nine years ago.
My objective has always been to give the very best experience to all my clients. I value each client's individuality and work very closely to get to know them and to create a plan which is bespoke to them. This enables me to adapt and proactively modify the plan to respond to the ever-changing financial landscape both personally and legislatively. My approach is to offer guidance and reassurance throughout, with a view to becoming a trusted and long-term adviser. I am also a big believer in operating an open-door policy, giving people peace of mind that I am always available should you need to discuss any financial matter. My clients are at the heart of everything I do.
I enjoy an active lifestyle outside of work and can often be found walking in a forest or out on my bike. In my down time, I thoroughly enjoy exploring new recipes in the kitchen and spending valuable time with my partner and 8-year-old daughter.