I started my career wanting to be a lawyer however I soon pivoted into personal finance after university. The eye for detail that I honed while studying law lends itself well to financial planning and now, 7 years later, I am a Chartered Financial Planner and a Fellow of the Personal Finance Society - the highest accreditation possible through the CII.
I love working with my clients, building stronger relationships and gaining a better understanding of their needs year-on-year. I don’t have a 'typical' client and enjoy working with everyone and anyone; from those who want to place their full trust in me and my recommendations, to someone who wants to engage and collaborate to find solutions. Financial Planning is completely subjective and should be treated as such – there is no 'one size fits all.' Ultimately my role is simply to ensure that my clients and their families have the best life possible, within their means and capabilities, by structuring their finances and/or estate in the most efficient way possible.
Outside of work, I’m married to a Film Production Manager and we love to travel to new places when we get the chance. We also recently added a new addition to the family, a small cockapoo named Ted, who keeps us very busy!
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