Financial Adviser DipPFS in North Devon
I am a financial planner, committed to helping people improve their family’s financial future. I focus on problem solving, consolidating large quantities of information, to find and deliver most suitable solutions. Highly numerate, with a first class degree in Mathematics and Management Studies from Cambridge University, I bring a wealth of life experience: having run my own business, taught mathematics, and served as a Member of Parliament from 2019-2024, including being a Parliamentary Private Secretary at the Treasury and member of the Work and Pensions Select Committee throughout.
I know life doesn’t always go to plan, but I work to improve your family’s financial resilience for the long term.
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.
Home contents insurance, buildings insurance.
I live in lovely North Devon with my naughty Labrador, Henry – we both love time on the beach and long walks through our spectacular scenery. I enjoy being on the water, and gig row socially which helps give perspective with the view back to land. Understanding finances from all angles is vital to how I help to develop personalised, financial solutions.
I have always enjoyed helping people fulfil their potential through my various careers – having been a fitness instructor and run the country’s largest sports bra retailer, LessBounce.com I helped women fulfil their sports potential. As a maths teacher I still enjoy breaking down complex concepts so understandable, and apply them to real life; and as a local MP, meeting and helping constituents resolve issues was always the most rewarding part of the job.
I know life doesn’t always go to plan: since losing my parliamentary seat in 2024’s General Election I have retrained through the Quilter Academy. I bring a high political awareness of the economy alongside my financial acumen, and am accustomed to working with, and listening to people to find solutions and build financial resilience into their futures.
I work flexibly and am always happy to meet clients however suits them best, whether online or in person and look forward to meeting with you.
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 November 2025.
