Professional Biography
Listening is key to building trust, strengthening relationship and delivering better outcomes.
How do you describe what you do?
I work with entrepreneurs, high net worth individuals and their families to help them grow, preserve, and transfer wealth across generations in the most tax efficient way.
What's next for you professionally?
I’m focused on deepening the relationships I have with my clients and their families, and continuing to grow as a trusted adviser in the entrepreneurial and high net worth market.
What's the best piece of advice you've ever been given?
“Be present” is the best advice I’ve received. It reminds me to stay engaged—whether with my kids at home or clients at work. Being fully present builds trust, strengthens relationships, and leads to better outcomes.
What's your favourite thing about your role?
What I love most is getting to know my clients beyond the numbers—understanding their stories, goals, and values, then helping them make confident decisions that shape their future.
When you're not at work, what's your favourite thing to do?
When I’m not at work, my favourite thing to do is spend time with my children, who are 10 and 11. Whether it’s playing games, exploring outdoors, or just watching TV, they’re my greatest achievement
What qualifications and memberships do you have?
Chartered Financial Planner APFS