Whether you're planning for retirement, building investments, protecting your family’s needs, running a business or thinking about the future of your estate, I provide clear, practical guidance tailored to your personal circumstances. I specialise in supporting families, self-employed individuals and small business owners, helping them navigate both personal and business financial decisions with confidence.
With a particular interest in pension reviews and Inheritance Tax (IHT) planning, help my clients understand whether their existing arrangements remain appropriate and identify opportunities to protect and pass on their wealth efficiently.
For me, financial advice is about more than numbers. It’s about building a long-term relationship with my clients, understanding what matters to them, and helping them grow, protect and ultimately enjoy the wealth they’ve worked hard to build.
Investing can help your money grow over time, although it isn’t without risk. The value of investments can go down as well as up.
I am based on the Surrey and West Sussex border and am happy to meet clients face-to-face locally. Thanks to modern technology, I also work with clients across the UK, providing the same personal service wherever you live.
Outside of work, I’m a big country music fan and you’ll often find me in my cowgirl boots, a checked shirt and, every now and then, my cowgirl hat too!
I’m also a huge American Football fan and love heading to the London NFL games each year with my husband and friends. During the season, from September through to February, my Sunday evenings are usually spent shouting at the TV, calling for a flag and questioning the referees’ decisions - because, like every good armchair sports fan, I’m convinced I could do their job better!
It’s a fun part of who I am and, for me, it’s all about enjoying time with the people I love, having a few laughs and making the most of life outside of work.