Financial Planning Consultant DipFA in the West Midlands
I’ve spent over 10 years in financial planning, starting as a paraplanner before moving into an adviser role. Along the way, I’ve built a strong blend of technical knowledge and real‑life client experience, supported by more than five years as a qualified Financial Planner. I genuinely enjoy helping people feel confident about their finances, and my approach is friendly, thoughtful and supportive, with a focus on what truly matters to each client.
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.
I began my journey in financial planning over a decade ago, starting out as a paraplanner where I developed a solid technical grounding and learned the importance of clear, client‑focused advice. After several years supporting advisers, I moved into a trainee adviser role and continued to grow through hands‑on client work, mentoring, and ongoing professional development.
For over five years, I’ve been a qualified Financial Planner, combining my technical expertise with practical experience to help clients feel informed, supported and confident about their long‑term financial plans. I take pride in offering advice that feels personal, thoughtful and easy to understand, and I’m committed to being someone clients can rely on at every stage of their journey.
Outside of work, I enjoy spending quality time with my family and experimenting with new recipes in the kitchen. Keeping fit and balanced is also important to me, and I regularly practise yoga and meditation to stay focused and energised. This mix of family time, creativity and wellbeing helps me bring a calm, positive approach to my work with clients.
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 05 March 2027.
