Financial Adviser DipPFS in Hampshire
I've always been fascinated by people's stories - where they've come from, what they want from life and how a good plan can help turn those ambitions into reality. I combine the analytical thinking developed over 30 years in tax, finance and project delivery with a warm, approachable style.
I provide financial planning for professionals, business owners and families dividing my time between Hampshire and London.
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.
Home contents insurance, buildings insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
I believe good financial planning isn't just about money - it's about giving you the confidence, freedom and peace of mind to live the life you want.
After spending more than 30 years working across finance, tax consultancy and project delivery, I realised the part of my career I enjoyed most wasn't simply solving complex problems—it was helping people think about their future and creating a plan to help them achieve it. Becoming a financial adviser allowed me to combine my technical experience with something I genuinely care about—helping people build the future they want.
The best part of my role is getting to know my clients. Everyone has their own story, ambitions and concerns, and I believe good financial planning starts with understanding the life you've built, where you'd like to go next and what matters most to you. My role isn't simply to recommend financial products—it's to help you make informed decisions that support the life you want to live.
People usually come to me because they want clarity and reassurance. They may be building wealth, planning for retirement, running a business, wanting to make their investments work harder or simply wondering whether they're making the best financial decisions. Others want to make the most of available tax allowances, organise finances that have become increasingly complex or ensure their wealth is passed on efficiently to future generations. Whatever your circumstances, my aim is to simplify the complex and provide clear, practical advice that's tailored to your goals.
Outside work, you'll usually find me at the gym, hiking, sailing or planning my next adventure. Having spent many years living and working in London, I've built a wonderfully diverse network of friends and professional contacts from all walks of life. More recently I've been putting down roots in Hampshire, where I'm enjoying becoming part of the local community through my gym, sailing, volunteering and an ever-growing circle of friends. When I'm not working, I'm happiest spending time with my partner and our miniature dachshund, exploring the countryside and sharing good food and wine with friends.
Thank you for taking the time to read a little about me. Choosing a financial adviser is an important decision, and I hope this has given you a sense of who I am and how I work. If you're looking for someone who will take the time to understand what's important to you, explain things clearly and support you over the long term, I'd love the opportunity to meet you.
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 21 August 2026.
