Financial Planning Consultant DipPFS in London
As a Financial Planning Consultant at Quilter Financial Advisers, I help individuals and families plan for a secure financial future with confidence.
I provide tailored advice on investments, retirement planning, financial protection and tax-efficient wealth planning.
By taking the time to understand each client's goals and circumstances, I create personalised financial plans that help them make informed decisions and achieve their long-term objectives.
Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.
Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.
For help understanding how the Autumn Budget could impact you, get in touch with me today.
Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.
Approver Quilter Financial Services Limited. October 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.
London
United Kingdom
I believe financial advice should be personal, straightforward and built on trust. My priority is getting to know my clients, understanding what matters most to them and providing ongoing support as their needs change over time. Whether they're planning for retirement, protecting their family or growing their wealth, I aim to make financial planning simple, giving clients the confidence and reassurance to focus on what matters most to them.
Outside of work, I enjoy keeping active through cycling and the occasional triathlon, travelling, and spending time with friends. I also enjoy returning to Scotland regularly to visit family and catch up with clients there.
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 24 July 2026.
