Financial Planning Consultant DipPFS in Moreton-in-Marsh
I’m a qualified financial planner who helps individuals, families, and business owners feel more confident and organised in their financial lives. My approach is holistic and personal, centred on your goals - whether you’re building wealth, planning for retirement, or simply wanting to feel more organised. Together we build a plan that supports your priorities today and adapts as your life and needs change. I bring experience from over a decade in financial services
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.
People reach out to me when their finances feel unclear — whether they have lots of moving parts and aren’t sure how they fit together, or they sense that something important might be missing. Pensions, investments, savings, budgeting, protection, tax allowances, business and personal finances… it can be hard to see how each piece connects. I help you step back and understand the whole picture, including how to structure things well for your family now - and for those who one day will inherit from you. Then we build a plan together that fits where you are now and where you want to go.
I’m a qualified financial planner with a Level 4 Diploma in Financial Planning (DipPFS), accredited through the Chartered Insurance Institute. What drives me is using my technical knowledge in a way that makes financial decisions clearer and more manageable for my clients.
Before moving into financial planning, I spent a decade in financial services - from corporate bonds to building and running my own business. That experience shaped my approach: staying calm, keeping things practical, and translating complexity into clarity so clients feel confident about their choices.
I support clients through every stage of life - from starting out and building financial foundations, to raising a family, preparing for retirement, and planning their legacy. I also work closely with business owners, helping align personal and business goals, structure income tax efficiently, protect the business, and plan for succession or exit.
Clients can expect a proactive and personal service. I work with clients both face to face, when practical, and remotely for convenience and flexibility.
I started my early career in urban planning, which gave me an appreciation for how good structure and long-term planning shapes good outcomes. I’m also a qualified personal trainer and nutrition coach - training and nutrition are a real passion of mine. When I’m not working, you’ll usually find me in the gym, on a tennis court, or out on my motorbike.
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 10 February 2026.
