Since graduating from university in 2003, I’ve built a fulfilling career in financial services. I began as a mortgage and protection adviser, then progressed to becoming a Financial Planning Consultant in 2009. Over the years, I’ve had the privilege of working with a wide range of clients - including families, business owners, company directors, and individuals approaching or enjoying retirement.
I believe financial planning should feel empowering, not overwhelming. That’s why my approach is friendly, honest, and down-to-earth. I explain everything clearly, avoiding jargon, and work closely with you to develop a straightforward, personalised plan that evolves with your life. I support clients in a variety of life stages and financial scenarios, such as:
- Families building wealth for the future
- Newly promoted professionals wanting to grow their finances wisely
- Business owners and directors looking for efficient profit extraction
- Individuals managing inheritances or planning for care fees
- Employers dealing with auto-enrolment and workplace pension duties
Every client is different, so I tailor my advice to reflect your values, circumstances, and goals. Whether you're focused on securing your family’s future, planning a business exit, or preparing for later-life care, I use tools like cashflow forecasting to help you make clear, confident decisions. More than just technical expertise, I aim to offer long-term support and peace of mind - helping you stay on track, whatever life brings.
I offer expert advice across the full spectrum of financial planning. My areas of focus include:
- Pensions and investments
- Tax-efficient strategies
- Business financial planning including auto-enrolment guidance
- Mortgages and protection