Professional Biography
I love helping people unpick the puzzle of their finances and turn uncertainty into clarity. There’s nothing better than seeing that moment when the weight lifts and dreams start to feel real.
How do you describe what you do?
Financial freedom is living life on your terms.’ I help families and business owners simplify planning, cutting tax, protecting your estate, planning for retirement, and seeking returns, so you can focus on what truly matters
What's next for you professionally?
Increasing my impact by guiding complex family structures through wealth transfer, without turning it into a family game of Monopoly. My goal? To see that impact flow seamlessly through the next generation.
What's the best piece of advice you've ever been given?
Be yourself. It’s the most powerful tool you have and your own natural advantage. Authenticity builds trust, drives impact, and sets you apart.
How did you start off in your career?
Working in a corporate pension scheme, the trustees’ decisions were routine, but members’ stories? Fascinating. That curiosity steered me towards personal finance and working with families
When you're not at work, what's your favourite thing to do?
For me, nothing beats live sport. Every game has its own plot twists, drama, and stakes, like binge-watching a series, but with no spoilers and no script
What qualifications and memberships do you have?
- Fellow of the Personal Finance Institute
- Affiliate Member of the Society of Trust and Estate Practitioners
- BA Business Management
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Diploma in Pension Calculations
- Certificate for Financial Services Trust and Estate Planning