Financial Planning Consultant DipFA in the West Midlands
I help clients make confident, informed decisions about their money by building investment strategies tailored to their goals and values. My role is to simplify the complex and keep things on track as life and markets change. I also specialise in Islamic finance, offering Sharia-compliant solutions that align with ethical and faith-based principles while supporting long-term financial growth.
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.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Expert advice to help provide comfort in your retirement.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
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.
Walsall Wood
Walsall
United Kingdom
Based in Walsall Wood and Aldridge, I’m proud to support clients across the local community and throughout the UK. While I enjoy working with clients face-to-face in the West Midlands, I also offer flexible meetings online or by phone, making it easy to provide advice and support wherever you’re based.
I help clients grow, protect, and manage their wealth through clear, personalised investment strategies that align with their goals, values, and stage of life. My focus is on giving clients confidence in their financial decisions by simplifying the complex and providing straightforward, reliable advice that leads to long-term success.
A significant part of my work is centred on Islamic finance. I specialise in helping clients achieve Sharia-compliant investments that stay true to their ethical and faith-based principles while still aiming for strong financial outcomes. Islamic finance can be intricate, with unique requirements around interest, risk-sharing, and the types of assets that can be held and my role is to make this process simple, transparent, and effective.
I work closely with clients to design portfolios and financial plans that meet their needs without compromising on compliance or performance. My background in economics has given me a strong analytical foundation and a deep understanding of global markets. Before joining Quilter Financial Advisers, I worked in banking and international economic research, gaining valuable insight into how financial systems operate and how to build resilient investment strategies in changing conditions. This experience allows me to bring a broad, informed perspective to every client relationship. I believe that good financial advice should give people clarity and confidence — not confusion. By understanding each client’s individual goals and values, I aim to create long-term plans that are both meaningful and effective, supported by trust, transparency, and consistent results.
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 01 August 2022.
