Financial Planner ACSI in London, Essex, Hertfordshire & Kent
With over 12 years’ experience in financial services, I focus on building trusted, long-term relationships with my clients. I am committed to creating tailored solutions in the areas that matter most to you, from savings and investments to retirement planning, protection and insurance, tax optimisation, and estate planning. I work with individuals, families, business owners, and entrepreneurs to help secure their finances both to today and for their future.
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.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
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.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
My approach is centred on you. I believe outstanding financial advice comes from combining deep technical expertise with a genuinely personal, client-focused service. From our first conversation through every stage of your journey, I make myself available to ensure you feel supported, informed, and confident in the decisions you’re making.
I began my career in financial services in 2014 after completing a Master’s degree in Financial and Applied Economics at the University of Nottingham. I went on to gain extensive investment experience, spending three years as a Fund Manager Assistant within the Multi-Asset team at Schroders, before joining Sarasin & Partners as an Investment Manager and Implementation Analyst within their Portfolio Management team.
Alongside my professional experience, I hold multiple industry qualifications, including the Investment Management Certificate and the Diploma in Investment Advice (Financial Planning & Advice). I am also a Chartered Financial Analyst (CFA) candidate, having passed the comprehensive Level I exam at the first attempt.
What truly sets my approach apart is my focus on understanding you. I also hold a Level 2 qualification in Counselling Skills, which enhances my ability to listen carefully, understand your goals, values, and concerns, and translate them into clear, practical advice and a robust financial plan tailored to your life.
Outside of my day to day work I enjoy bringing people together, whether that’s a BBQ on a hot summers day or other various community meetups and events. I enjoy playing and watching football and I also serve in my community church.
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 20 February 2026.
