My primary focus is on designing bespoke strategies to help my clients achieve their individual financial goals, providing expert advice on retirement objectives, pension switches, investment goals, protection needs, and estate planning*.
Previously, I worked with a London-based financial planning firm and was responsible for building relationships with large fund and asset institutions, such as Lion-Trust, Brewin Dolphin, and Baillie Gifford, to name a few.
My charitable work focuses on Parkinson’s UK.
*Estate planning is not regulated by the Financial Conduct Authority.