My Journey
My own journey has been anything but conventional.
I'm half Welsh, half Japanese, born and raised in London.
After graduating from Swansea University with a BSc in Economics, I moved to Japan, where I worked as both a Teacher and Wedding Priest.
Later, I headed to Sydney, spending time surfing my way along Australia's east coast before eventually returning to London.
Back home, I built a successful career in Investment and Corporate Banking Recruitment before becoming a Certified Therapist and qualified financial adviser with Quilter Financial Advisers.
While these roles may seem quite different on the surface, they've all been connected by one common theme: understanding people, building relationships, and helping others achieve their goals.
Working Together
For me, financial planning has never been just about numbers, spreadsheets or investment performance. It's about people and their life stories.
Every individual I meet has their own unique journey, aspirations, concerns and challenges.
You may be saving for your first home, planning for retirement, protecting your family, building a business, or creating a lasting legacy for future generations.
Whatever stage of life you’re in, I take great pride in combining empathy, understanding and professional expertise to help you move forward with confidence.
How I can help
I provide holistic financial planning across a range of areas, including:
Personal & Business Protection
Wealth Management (Savings, Investments, Tax Efficiency)
Cash Management (Savings Accounts, Emergency Funds, Financial Planning)
Retirement Planning (Pension Funds, Personal Funds, Company or Trustee Funds)
Estate Planning (Succession Planning, Trusts, Key Business Person)
Let’s start the conversation!
Send me a message, email or call me directly.
Whether you're looking for reassurance that you're on the right track, planning for retirement, building wealth or protecting what's important to you, I'd be happy to help.
Together, we can explore your goals and create a financial plan that supports the future you want to achieve.