Chartered Financial Planner

I am a Chartered Financial Planner and Fellow of the Chartered Insurance Institute (CII), holding the Advanced Diploma in Financial Planning. I have worked in the finance industry since completing my management degree in 2002.

My career began at OneFamily, progressing through roles at NatWest and both independent and non independent financial advice firms gaining extensive experience across private banking, paraplanning, adviser support and advising.

I hold a wide range of specialist qualifications, including certifications in Pension Transfers, Personal Tax and Trust Planning, Discretionary Investment Management, and Retirement Income Planning. I am passionate about delivering clear, personalised financial advice that helps clients make confident, informed decisions about their future.

I am currently studying toward my diploma with the Society of Trusts and Estate Planning practitioners.

Outside of work, my main focus is my family and most Sundays I can be found at the local rugby club watching my daughters train followed by a roast with friends and family.