Financial Adviser DipPFS in Norwich
After almost a decade in teaching, I transitioned into financial advice and gained my DipPFS qualification, bringing with me a passion for helping people. My teaching background continues to shape how I work today - helping clients understand complex financial matters in a clear and straightforward way - because I strongly believe that understanding your finances ultimately provides you with choice and control over the things that matter to you the most.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 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.
Norwich
Norfolk
United Kingdom
I'm based in Norwich, Norfolk and work with clients across England and Wales.
I work closely with you from the outset. I start by getting to grips with your current circumstances and your future financial goals. I then create a bespoke financial plan tailored to your needs by combining up-to-date industry knowledge, technical expertise, and a highly personalised approach.
Most importantly, I want to make sure you fully understand how your financial plan supports you now and in the future. By building strong foundations around what you have worked hard to build, I aim to give you peace of mind that your finances are well looked after. I then continue to work with you, providing clear, practical advice to stay on track towards your financial goals and to adapt your plan as life changes.
I am passionate about making financial advice more accessible, inclusive, and welcoming. It is important to me that you feel understood, supported, and empowered to make the best decisions for you, your future and your loved ones.
When I'm not spending time with you or at my desk, you'll usually find me outdoors. I love long dog walks along the sandy beaches of the North Norfolk coast, ideally ending at a cosy pub. I also enjoy travelling and discovering new places, foods, and cultures. Most of all, I love being with my friends and family.
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 05 October 2026.
