As a self-employed, qualified Financial Planner, I deliver tailored, comprehensive financial solutions to meet my clients' unique needs. Before I joined Quilter, I built a distinguished career as a chartered accountant and chartered tax adviser, with over two decades of experience in financial leadership, strategic business planning, and tax advisory.
My experience spans senior roles in private equity, project finance, and fund and asset management. I have led teams providing financial and asset management services to portfolios exceeding £1 billion, delivering innovative solutions across diverse industries. My diverse background enables me to address each client’s circumstances and provide the clarity and confidence they need to successfully navigate their financial journey.
I am a Fellow of the Chartered Institute of Securities and Investments, holding the Investment Advice Diploma and Certificate in Advanced Financial Planning. I am also a Fellow of ICAEW, CIOT, and CIMA. My academic credentials include a Doctorate in Business Administration from Heriot-Watt University (specialising in tax and strategy), a PgDip from the University of Oxford, Saïd Business School, and an MA (Hons) in Economics from the University of Glasgow.