Financial Planning Consultant DipPFS in London
I provide holistic financial planning to individuals, families, business owners, and entrepreneurs. With over 20 years’ experience in professional services, I deliver practical, personalised advice tailored to your goals and circumstances. My aim is to empower you to make confident financial decisions, providing clarity and peace of mind so you can focus on what matters most. Whether building wealth, planning for retirement, investing for the first time, or protecting your family, I help you create a strategy designed around you and your long-term financial wellbeing.
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.
Home contents insurance, buildings insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
My journey into financial planning began during my Economics degree, which sparked a passion for understanding how financial decisions can create opportunities, provide security, and support long-term financial independence. Throughout my career, I have held a variety of client-facing roles, giving me valuable insight into the financial challenges and opportunities people encounter at different stages of life. This experience has shaped my structured, client-focused approach and reinforced my belief in the meaningful difference that clear, well-considered financial planning can make.
I begin every client relationship by taking the time to understand what matters most to you, your priorities, aspirations, and vision for the future. This enables me to deliver holistic financial planning across wealth management, retirement planning, personal and business protection, cash management and wealth preservation, creating practical, bespoke strategies that evolve alongside your changing circumstances and long-term objectives.
I believe that successful financial planning is built on trust, transparency, and integrity. My role is to simplify complex financial decisions, providing clear guidance and tailored advice that empowers you to make informed choices with confidence. I am committed to supporting you at every stage of your financial journey, helping you achieve your goals with clarity and peace of mind.
Outside of work, I'm a proud mum to two wonderful boys. I enjoy discovering new destinations through travel and maintaining an active lifestyle through Pilates, yoga, and the gym.
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 16 July 2026.
