Guiding you toward financial security and success with decades of experience spanning finance, entrepreneurship, and business development, I’m passionate about helping people take control of their financial future. I’ve spent my career guiding clients and business owners in building wealth through multiple avenues, whether it’s starting and growing businesses, creating smart investment strategies, or generating additional income streams to achieve long-term security and financial independence.
I bring the same energy, drive, and passion to financial advice and helping others as I did in my previous roles. I take the time to understand what truly matters to you, so I can create personalised, practical strategies that align with your goals today while preparing for the ambitions of tomorrow. From wealth management and retirement planning to business and personal protection, I offer holistic advice that balances growth, risk, and security.
I hold the Chartered Insurance Institute Diploma in Regulated Financial Planning (DipPFS) and am a member of the Chartered Insurance Institute (CII), ensuring all recommendations are grounded in professional expertise, integrity, and care. My focus is on building long-term relationships, empowering clients to make confident financial decisions, and supporting them through every stage of their journey.
Outside of work, I enjoy spending time with family, staying active, and hosting networking events that bring like-minded people together to share ideas, experiences, and inspiration. I take pride in creating spaces where meaningful connections form and friendships flourish, extending the same care and support I provide in financial planning to the broader community. Financial planning, for me, isn’t just a profession, it’s a way to help you live confidently today, grow your wealth, and secure the future you deserve.
