Meet our advisers

I am a Chartered Financial Planner with 10 years’ experience in Financial Services, which has given me the tools to be able provide my clients with a bespoke Financial Planning service, tailored to their needs.

I offer expert advice across many areas of financial planning, including protection, pensions, investments, Inheritance Tax planning, and retirement planning, so no matter what my clients’ needs are, with access to the whole of the market, I can always find the best solution.

For me, the most important aspect of my role is developing trusting and long-lasting relationships with my clients, as having solid foundations in place means that we can work together in the best way to achieve your financial goals, no matter what they are. I strive to look at the bigger picture with my clients and ensure that I am considering their financial plans in a holistic way, looking at all aspects of their financial planning to achieve the very best outcomes.

Outside of work, I enjoy spending time with my family, reading and crochet.