Financial Planning Consultant Dip CII, CeMAP® in Helston, Cornwall
My passion has always been supporting people in a way that truly makes a difference. As a financial planner, I’m committed to helping individuals and families achieve their goals and feel confident about the decisions that shape their future.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 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 am a financial adviser with more than two decades of experience, supporting individuals and families feeling more confident and in control of their financial decisions. I’m committed to breaking down complex information into something clear and manageable, helping clients focus on their priorities and move towards a secure and stable future.
I believe financial planning works best when it's built on trust, transparency, and an open, collaborative relationship. My approach places you firmly at the centre of every conversation, ensuring you always feel informed, empowered, and supported. No matter what life brings, I’m here to guide you with clear, straightforward advice - so we can navigate any challenges together and keep you moving toward the future you want.
Outside of work, I love walking coast paths, spending time on the beaches, and swimming in the sea whenever I can. Family means everything to me, I’m married with two grown up children, and being with them is what keeps me centred and motivated.
The combination of my experience and my desire to really understand people influences how I work. I aim to offer dependable, thoughtful advice that leaves clients feeling heard, supported, and secure in their financial plans.
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 06 March 2026.
