I began my career as a Financial Adviser in 1996, and since then I have built a broad and varied background across the financial services profession. I am now a Chartered Financial Planner and a Fellow of the Personal Finance Society; representing achievement of the highest level of professional qualification and expertise in the UK financial planning industry.

Over the years, I have worked with large insurance companies, regional independent financial adviser (IFA) firms, the financial planning divisions of major Chartered Accountancy practices, and a national IFA. This experience has given me a deep understanding of the financial landscape, from corporate structures and regulatory frameworks through to the practical, day-to-day needs of private clients and business owners.

I like to think that my speciality is delivering good quality financial advice in a jargon-free, sensible manner. I believe financial planning should be clear and straightforward. My role is to explain complex financial matters in plain English, so that my clients feel informed, confident, and fully in control of their decisions.

Whether I am advising on long-term financial planning, investment strategies, retirement planning, or wealth preservation, my focus remains the same: practical, transparent advice designed to provide clarity, confidence, and lasting value.

Above all, I believe that the most important person in the firm is the client.

Outside of work I enjoy walking and have begun to ‘bag’ Wainwrights with my partner Nadia and dog Milo.