Financial Planning Consultant DipPFS in Leicester
With over 15 years in regulated financial planning, I bring deep expertise and a clear, client-first philosophy. As a qualified adviser and author of three books, I also hosts a podcast exploring mindset, strategy, and personal development. Having helped many clients achieve confident retirements, my primary focus is retirement planning and long-term security. Outside work, I practice judo, enjoy hiking and scrambling, and share life with my two boxer dogs.
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.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Leicester
Leicestershire
United Kingdom
I am Leicester Based but willing to travel for clients that need my assistance. That's the beauty of Leicestershire, it's centrally located with great travel links.
As a qualified financial adviser, I’ve supported countless clients in building confident, secure retirements by focusing on clarity, long-term thinking, and disciplined strategy. My approach to finance is simple but powerful: we reverse engineer the end goal. Instead of starting with products or assumptions, the first question is always “Where do you want to get to?” From there, every financial decision becomes intentional, aligned, and measurable.
Beyond financial planning, my passion for helping people think differently led me into writing, podcasting, and coaching. I’m the author of three books focused on mindset, personal development, and daily self-reflection — tools designed to help people take ownership of their decisions and direction. I also host a podcast that explores mindset, strategy, psychology, and personal growth, sharing practical insights that listeners can apply immediately to their own lives and businesses.
Whether through financial planning, self-help writing, podcast conversations, or one-to-one coaching, the mission is always the same: to give people clarity, confidence, and control over their future. Money, mindset, and strategy are not separate worlds — they are interconnected levers. When aligned properly, they allow individuals to move forward with purpose rather than pressure.
Outside of work, I practise judo, enjoy hiking and scrambling, and share life with my two boxer dogs — pursuits that reflect the same values I bring to my professional life: discipline, resilience, and steady progress over time.
Everything I do is built around one question: Where do you want to get to — and what’s the smartest way to get you there?
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 04 February 2026.
