Financial Planning Consultant DipPFS in London
After 20+ years living and working in London, I understand the stresses, strains, and challenges that life in the capital can throw at you. And how good financial planning can make it all easier.
Whatever your starting point - growing a bigger pension, minimising your tax bill, or investing in your children’s future - I can help turn your immediate needs into a long-term plan to deliver you the best life you can afford.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Kensal Rise
London
NW10
United Kingdom
I live in North West London and advise clients in Greater London and the surrounding areas.
I believe good financial planning changes lives. Mostly it happens in gradual, quiet, unremarkable ways, but change them it does.
If you can retire with 50% more income than you’d otherwise have had - that’s life changing.
If you can help your kids with the deposit for their first home, so they aren’t paying off someone else’s mortgage for 20 years - that’s life changing.
If vague daydreams about ‘packing it all in and going travelling’, turn into a costed, achievable plan to retire early and travel the world - that’s life changing.
I’ve seen first-hand how powerful good financial planning can be. The changes might not feel dramatic today, but looked at over a lifetime, they’re transformative. It’s not about products — it’s about helping you live the best life you can afford, with clarity, control and confidence in your decisions.
And when else does anyone sit you down, help you figure out what you might want out of life, and then give you a roadmap to achieving it?
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 06 February 2026.
