Financial Adviser DipFA, CeMAP® in Oxfordshire
Thank you for taking the time to read my profile. I’ve been advising clients since 2005, and I’m passionate about helping people feel confident about their financial future. I provide clear, straightforward advice tailored to individual goals, whether that’s planning for retirement, protecting loved ones, or building long-term financial security.
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.
Over the course of my career in financial services, I’ve supported clients through many of life’s key financial decisions. I have experience across a broad range of areas, including pensions, estate planning, investments and protection, enabling me to take a well-rounded and practical approach to advice.
What I value most is building genuine relationships and understanding what matters most to each client. Everyone’s circumstances are different, so I focus on delivering advice that feels personal, relevant and achievable. My aim is to simplify complex topics, helping clients understand their options clearly so they can make informed decisions with confidence.
I’m committed to creating a positive and supportive experience, where clients feel reassured and in control at every stage of their financial journey.
Outside of work, I enjoy spending quality time with my family and friends, making the most of being outdoors whenever I can. I also enjoy travelling, especially long city breaks where I can explore new places, cultures and food. I have two teenage boys who keep me busy with their passion for sports, so much of my spare time is happily spent supporting them from the sidelines. Keeping a good balance between work and home life is really important to me and helps me bring energy and focus to the way I support my 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 14 August 2025.
