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.
Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.
Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.
For help understanding how the Autumn Budget could impact you, get in touch with me today.
Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.
Approver Quilter Financial Services Limited. October 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.
