Professional Biography
I support my clients in making more challenging decisions, with the main aim of making them feel financially confident.
How do you describe what you do?
I work with my clients to deliver strategic financial planning that aligns with their long-term objectives, whilst remaining adaptable to changes.
What's next for you professionally?
I would like to focus on working with business owners, entrepreneurs, and HNW families, often with three generations.
How did you start off in your career?
I come from a whole family of financial planners, and although I took a route away from the family business, I am pleased a pursued the career.
What's your favourite thing about your role?
My favourite thing about my role is the people I get to meet and work alongside. In particular, I enjoy meeting and working with family units to help achieve their current and future aspirations.
When you're not at work, what's your favourite thing to do?
When I am not at work, you might find me running marathons in different European cities, playing netball or exploring London’s many restaurants and wine bars!
What qualifications and memberships do you have?
- Level 4 Diploma in Regulated Financial Planning (DipPFS)
- Working towards Chartered status.