I Help Families Navigate Life's Most Important Financial Decisions

Financial planning is about far more than money. It is about helping people make confident decisions, achieve their goals and create lasting security for themselves and future generations.

I am a Chartered Financial Planner with a particular interest in retirement planning, estate planning, trusts, inheritance tax, and intergenerational wealth. Throughout my career, I have worked with individuals, families and business owners to help them make sense of complex financial issues and develop clear, practical strategies for the future.

My approach combines technical expertise with a genuine focus on understanding what matters most to each client. Every financial decision has a human story behind it, whether that is retiring comfortably, supporting family members, passing wealth to future generations, or creating the freedom to live life on your own terms.

Professional Qualifications

• Chartered Fellow of the Personal Finance Society (FPFS)

• Chartered Member of the Chartered Institute for Securities & Investment (MCSI)

• STEP Affiliate

• Diploma and Advanced Diploma in Regulated Financial Planning

• Post Graduate Certificate in Business Administration

• Cii Certificates in Mortgages and Equity Release

• Cii Award in Long Term Care Insurance

• BSc (hons) Rural Land Management

I am committed to continual learning and professional development to ensure that clients receive advice that reflects both current legislation and evolving best practice.