Chartered Financial Planner

I’m a Chartered Financial Planner who focuses on supporting individuals and high-net-worth clients in making informed financial decisions. My work concentrates on tax-efficient investment planning, retirement strategies, and estate planning. I pride myself on delivering advice that is not only technically sound but also deeply personal—by building trust, understanding what truly matters to my clients, and aligning financial strategies with their goals and values.

My approach combines financial expertise with high emotional intelligence, enabling me to guide clients through complex and often sensitive decisions with clarity and confidence. Whether planning for retirement, passing on wealth, or navigating market uncertainty, I am committed to putting clients first and providing practical, long-term solutions tailored to their individual circumstances.

Before entering the financial services industry, I spent 12 years in the British Army as a Royal Engineer. During this time, I completed operational tours in Afghanistan, and achieved the rank of Sergeant. I was honoured to receive a 3* General Commendation in recognition of my service. The discipline, leadership, and resilience I developed during my military career continue to shape the way I work with clients today.

Outside of work, I enjoy life with my partner, our two young daughters and our bulldog Reggie. I’m passionate about golf and regularly play and compete at a high level. I also enjoy dining out and discovering new places to eat with family and friends.