I have worked in the financial services sector for over 7 years, originating at Lloyds Bank. I moved from banking to wealth management in 2021. During this time I have progressed from a wealth management adviser to an independent financial adviser, providing financial advice to professionals both throughout their careers and in retirement.
I deliver a high-quality, bespoke financial planning service with a strong focus on education and long-term financial freedom. My advice spans investments, pensions, protection, and intergenerational and estate planning. Having completed the Diploma in Regulated Financial Planning, I am currently working towards Chartered financial planner accreditation.
I build long-term, trusted relationships with professionals and their families, helping them achieve their financial and personal goals through carefully tailored plans aligned with their individual circumstances and values.