Financial Planning Consultant DipPFS in Rochester
With a fresh perspective and an unwavering commitment to meeting each client’s individual needs, I offer personalised financial planning services that are carefully tailored to empower clients on their unique financial journeys. My approach combines a dynamic blend of practical knowledge and strategic insight, underpinned by my achievement of a CII Level 4 Diploma in Regulated Financial Planning. I am passionate about continuous learning, staying ahead of industry trends, and refining my expertise to provide relevant and effective advice that helps clients achieve their financial goals with confidence.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 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.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Home contents insurance, buildings insurance.
Specialising in holistic planning, I meticulously tailor comprehensive solutions that encompass protection, income protection, investments, pensions and retirement planning, and general insurance.
I’m dedicated to understanding the unique circumstances and goals of each client, ensuring that my advice is always personalised and relevant to their specific needs and aspirations. My goal is to help clients navigate their financial journeys with clarity and confidence, providing guidance that supports their long-term financial well-being.
Outside of work, I find joy in spending quality time with my friends, family, and two beloved dogs. I also pursue personal growth and discipline through training in Brazilian Jiu-Jitsu, which not only enriches my life but also enhances my resilience and focus.
This blend of professionalism and personal passion allows me to make a meaningful and lasting impact on the financial journeys of the clients I serve.
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.
