Financial Planning Consultant DipPFS in Bromley
I’m a Financial Planning Consultant with Quilter, passionate about helping people achieve financial independence. I help clients make informed financial decisions by listening carefully to their objectives and developing clear, practical solutions to support their long-term goals. I focus on what matters most to each client, building plans that give clarity, confidence and peace of mind about their financial future.
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.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
With a Diploma in Regulated Financial Planning (CII) and a background in marketing and internal communications, I draw on skills in listening and explaining complex matters clearly — qualities that guide how I work with clients today. I provide holistic financial planning across retirement, investments, protecting what matters, planning for family and future generations, and long-term cashflow modelling.
I understand life can be unpredictable, and finances can feel overwhelming, especially during periods of change. I am trained in professional approaches that help clients who may need extra guidance or reassurance, and I bring this awareness to every interaction.
I stay fully engaged with industry developments and legislative changes, ensuring advice is current, accurate, and tailored to each client’s circumstances. Building long-term relationships is at the heart of my approach, taking the time to understand your goals and aspirations so I can provide personalised solutions.
I live in southeast London with my husband and our two children. Outside of work, I enjoy spending time with family and friends, exploring new places, staying active with yoga and Pilates. I’m also setting my sights on becoming confident on the golf course this year!
For me, financial planning is about the people behind the decisions. I focus on understanding your individual circumstances and helping you make choices with clarity, building strategies that provide confidence today and security for the future.
I take a practical, transparent approach, always recommending solutions I would trust for my own family. Every plan is designed around your individual circumstances, helping you feel confident and in control of your financial journey.
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 03 March 2026.
