Financial Planning Consultant DipFA, CeMAP®, CertLTCP in Gravesend
I am a Financial Adviser and Business Establishment Manager with Quilter Financial Advisers. Alongside helping clients achieve their financial goals, I also support and develop newly appointed financial advisers as they establish and grow their businesses within the Quilter network.
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.
First time buyers, remortgages, buy-to-let.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
I am passionate about helping individuals and families make informed financial decisions and providing clear, practical advice tailored to their personal circumstances. I work with clients across a range of areas, including retirement planning, pensions, investments, protection and estate planning, taking the time to understand what matters most to them before making recommendations.
My role as a Business Establishment Manager allows me to combine my passion for financial planning with coaching and mentoring advisers, helping them build the skills, confidence and knowledge needed to deliver excellent client outcomes.
I believe strong relationships are at the heart of good financial planning and pride myself on providing an approachable, professional service that supports clients through every stage of their financial journey.
I live in Kent with my two daughters and our much-loved beagle, who certainly keeps us all on our toes. Outside of work, I enjoy travelling, spending quality time with family and friends, and making the most of new experiences whenever I can. I am also a keen runner and enjoy setting myself new challenges. Over the years, I have combined my passion for running with fundraising for causes close to my heart, including the achievement of completing the London Marathon. I find fundraising events a rewarding way to support worthwhile causes whilst pushing myself outside of my comfort zone. Whether it's training for a race, exploring new destinations or spending time with loved ones, I value making the most of every opportunity.
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.
