Professional Biography
I love solving problems and creating solutions that give clients clarity and confidence.
How do you describe what you do?
I help clients plan for their financial future by solving problems and creating tailored solutions. My goal is to make complex decisions simple and give clients confidence in their choices.
What's next for you professionally?
I’m focused on growing as a trusted adviser, deepening relationships with clients, and developing innovative solutions that make financial planning simpler and more impactful.
What's the best piece of advice you've ever been given?
The best advice I’ve ever been given is to control the controllables. Focus on what you can influence, stay adaptable, and don’t waste energy on things outside your control.
How did you start off in your career?
After finishing university and playing professional rugby, I fell into financial services because it was a natural fit with my degrees and my love for strategy and problem-solving.
When you're not at work, what's your favourite thing to do?
When I’m not at work, I’m either chasing my little one around, glued to a rugby match, or trying to convince myself that golf counts as exercise.
What qualifications and memberships do you have?
- Advanced Diploma in Financial Planning
- Chartered Financial Planner
- Associate of the Personal Finance Society and the Chartered Insurance Institute