I graduated from the University of Portsmouth in 2000 and went straight into the financial sector. I started advising clients in 2010 and became a Chartered financial planner in 2015.
I typically help individuals and families plan for their retirement and post-retirement, which includes advice on investments, planning for inheritance tax (IHT) issues, and family contingency planning. To help my clients meet these aspirations, I will use cash flow modelling to help them visualise their financial future.
I take a careful and considered approach to advising, with the aim of providing a personal and professional service.
Away from work, I can be found spending time with my family and walking various parts of the South Downs.
