Financial Adviser DipPFS in London
I work with clients who want to turn their income and existing assets into long-term wealth and a sustainable retirement. My focus is on helping clients map out a clear path to the future they envision, using thoughtful planning and well-structured strategies that balance opportunity, risk, and personal goals.
As a financial adviser with Quilter Financial Advisers, I provide advice across investments, pensions, retirement, estate planning, and protection, helping clients navigate financial markets with clarity and confidence. I focus on cutting through the noise of headlines, making the right moves, avoiding costly mistakes, and creating long-term plans that work. I also take the time to understand each client’s personal values, ensuring investments align with ethical considerations so goals can be achieved without compromising what matters most.
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.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
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.
I live in London and have over seven years’ experience in financial services across a range of client-focused and relationship management roles. My career has allowed me to build a strong understanding of markets and develop the ability to explain complex ideas in a clear, practical and tailored way.
I hold the CII Diploma in Regulated Financial Planning, a Master’s in Management (Financial Services) from Imperial College London, and a degree in Political Economy from City, University of London. My academic background gives me a good understanding of how global markets, policy, and economic trends influence personal finances and investment choices.
Above all, I have a deep-rooted belief that offering financial advice is a trust, a responsibility and a privilege.
Outside work, I’m an avid football and Arsenal fan (which has certainly developed my patience). I play football most weekends and enjoy long, reflective walks with a good coffee!
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 14 May 2026.
