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.
Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.
Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.
For help understanding how the Autumn Budget could impact you, get in touch with me today.
Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.
Approver Quilter Financial Services Limited. October 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.
