Financial Planning Consultant DipPFS in Birmingham
My approach to financial planning is simple: personable yet professional and client centred. I’ll ensure you’re heard and understood as we uncover what matters most to you and combine modern tools, to test your financial resilience and map your financial future. I’ll then translate your goals and priorities into a clear bespoke financial plan. Personalised for you now. Adaptable as your needs change. See example reasons to contact me for your complimentary initial discovery meeting!
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.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Birmingham
United Kingdom
Skecia is located in Birmingham and offers expert financial advice across Birmingham, the West Midlands, Staffordshire & Warwickshire.
I advise individuals, couples, families, friends, freelancers, entrepreneurs and business owners across all areas of financial planning. This includes, but is not limited to personal and business protection, regular and lump sum investments, pensions and retirement planning.
If you're reaching out about something specific, it usually has an impact on other aspects of your finances. It’s always helpful for us to have a wider conversation to understand your previous experiences, motivations and concerns. Wherever you are in your life stage, financial planning can be transformative for you and your loved ones. It can provide financial security by having the right amount of money, in the right hands, at the right time.
I bring a wealth of experience from the charity sector, higher education and financial services where I began advising in 2001. I have developed long-term relationships with a diverse range of clients and colleagues, through shared experiences, inclusive practices and effective communication.
Outside of work, I love spending time with family and friends, serving in my church and local community, live performances/events and staying active.
I am available for remote meetings across the UK, and in-person depending on location. I look forward to connecting with you soon.
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 01 April 2026.
