Financial Adviser DipPFS in Bridgnorth
Financial planning is about more than money. It's about giving you confidence in your future. I work with individuals, families and business owners to help them make informed financial decisions, whether that's planning for retirement, protecting their loved ones or making the most of their wealth. My aim is to simplify complex financial matters and provide clear, practical advice that helps clients achieve what matters most to them.
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.
Bridgnorth
Shropshire
United Kingdom
Servicing clients across the UK, with remote and in-person appointments available.
I help individuals, families and business owners make confident financial decisions through clear, personalised financial planning. My role is to simplify complex financial matters and provide practical advice that helps clients achieve their long-term goals.
Before becoming a financial adviser, I built experience across business development, investment management and financial services. This varied background has given me a broad understanding of the financial challenges people face, whether they are building wealth, planning for retirement, protecting their family's future or running their own business.
Having worked within investment and pension-related roles, I gained valuable insight into how long-term financial strategies are developed and managed. Combined with my commercial experience, this allows me to take a practical and balanced approach to helping clients make informed decisions about their finances.
I believe good financial advice starts with understanding the individual. By taking the time to learn about each client's goals, concerns and ambitions, I can help create a financial plan that is tailored to their circumstances and evolves as their needs change over time.
Outside work, I enjoy keeping active through regular fitness training and amateur boxing. I also enjoy cooking and travelling whenever I get the opportunity.
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 14 September 2026.
