Financial Planning Consultant DipPFS in East Grinstead
With over 10 years’ experience in financial services and wealth management, I help clients turn financial complexity into clear, practical plans for the future. Whether you are planning for retirement, investing for the future, protecting yourself or your family, or looking to make the most of your wealth, I provide personalised financial planning built around what matters most to you. My approach is simple: understand where you are, establish where you want to be, and create a clear plan to help you get there.
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.
I have over 10 years’ experience in financial services and wealth management, with a career spanning pension planning, paraplanning and financial planning. This has given me a strong understanding of both the technical detail behind financial advice and, importantly, the people and goals behind it.
I take a holistic approach to financial planning, helping clients with investments, retirement planning, protection, tax-efficient planning and estate planning. I believe the best advice starts with listening — understanding what matters to you, where you are today and what you want your financial future to look like.
My aim is to make financial planning clear and approachable, giving clients the confidence to make informed decisions and helping them stay on track as their circumstances and ambitions evolve.
I pride myself on building genuine, long-term relationships with clients and providing advice based on trust, integrity and a clear understanding of their individual needs.
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.
