Professional Biography
From exercise science to financial planning, my journey taught me that discipline and focus matter.
How do you describe what you do?
I help individuals & international clients understand their financial position & build tailored plans. I specialise in holistic wealth structuring, collaborating with tax advisers, solicitors, & other professionals to deliver coordinated solutions.
What's next for you professionally?
Staying on top of constantly changing legislation - mostly so I don’t get replaced by a robot or some form of AI.
What's the best piece of advice you've ever been given?
“Be more concerned with your character than your reputation”
How did you start off in your career?
I took an unconventional route into financial services after studying Exercise Science & then Nutrition. I started at an IFA in Yorkshire and relocated to Reading in 2014, joining Bellpenny. I subsequently joined Evelyn Partners (then Towry) in 2016.
When you're not at work, what's your favourite thing to do?
Exercise is my go-to. I try to fit something in daily, though it’s getting harder with two young kids! If I had to pick a favourite, it’d be skiing. And just in case my wife stumbles across this... I also love spending time with her and the children.
What qualifications and memberships do you have?
- Chartered Financial Planner & Fellow of the Personal Finance Society (FPFS)
- Full Member of the Society of Tax & Estate Practitioners (TEP)
- Registered Trust & Estate Practitioner
- Qualified Pension Transfer Specialist (PTS)
- Member of the Chartered Insurance Institute (CII) & the Society of Mortgage Professionals