Professional Biography
Great advice starts with understanding you and your journey
How do you describe what you do?
I help people work on their goals for today and tomorrow, creating personalised financial plans, ensuring we're doing the right things for them and their loved ones.
What's next for you professionally?
Continuing to build long-term, trusted relationships with my clients, while supporting new ones as they start their journey.
What's the best piece of advice you've ever been given?
The top of one peak is the bottom of the next, so keep climbing.
What's an experience with a client that's stuck with you?
I did some work with a client on affordability for retirement, they thought they were years away. After a thorough review and cashflow planning, they handed in their notice to retire 3 months later.
Where do you get your inspiration to embrace what's next?
I once read 'you're only one decision away from changing your entire life' and I think that unknown of life is what keeps it exciting and to embrace what's next.
What qualifications and memberships do you have?
Diploma in Regulated Financial Planning - Chartered Institute Insurance