Senior Financial Planner

I started my career in financial planning in 2011, taking a role within a local firm of Chartered Financial Planners in Hampshire. I progressed within the business to a prominent role as a senior Paraplanner to the Managing Director as well as being a member of the Investment Committee.

Opting for a change of scenery, I spent the next two years at a financial planning firm in Surrey, dealing with high- and ultra-high-net-worth clients whilst again being a voting member of the Investment Committee. It was thanks to this combination of working with these two very different companies that I developed my own style of providing advice.

I joined Antrams in late 2019 after moving to Sussex, starting initially in the Worthing Office before moving to the Brighton office in 2022.

I was amongst the first in the country to be awarded the CII Certificate in Pension Transfers. This award gives me Pension Transfer Specialist status. I also specialise in providing financial planning advice utilising cashflow software and helping with complex planning scenarios.

My approach places great value on helping clients to enjoy their lives as much as they can through the financial planning process.

I live in Hove with my partner Victoria and, when not working, can usually be found either in a local restaurant, in the gym or out hiking.

I am also a mentor to aspiring Financial Planners and Paraplanners at The Paraplanning Club.