As a Financial Planner at Moore Kingston Smith, I provide holistic financial planning to high-net-worth individuals. I create bespoke plans for each client by working to understand their goals and aspirations, then model their specific circumstances using cashflow modelling. I believe this is invaluable for conveying technical planning strategies in an easy-to-understand format, so I can provide clients with peace of mind and the assurance that their finances will align with their goals for the future.
I was recently jointly awarded ‘The Worshipful Company of Insurers’ award for excellent performance in the completion of my Diploma in Financial Planning.
In my spare time, I like to host dinner parties and even managed to cook for 15 family members over Christmas. Having bought a property during lockdown, I’ve spent a lot of time doing DIY and making my own furniture. Although I love travelling, the pandemic has made me appreciate the beauty of the UK; I hiked Snowdon last summer with some friends and plan on completing the 3 peaks someday soon!
I like helping people on:
Diploma in Financial Planning
My charging model:
Ongoing % fee