I’m a fully qualified financial planner / financial adviser and chartered financial analyst with experience working with clients across the financial services industry since 2011. I’m passionate about helping individuals, families and small business owners, from all walks of life, take confident and fully informed control of their finances and any concerns in what is an increasingly complex financial world. I aim to provide financial peace of mind with clear, personally-tailored and tax-efficient plans that cut through complexity, to help clients plan for and work toward short and long-term financial goals and aspirations and, ultimately, target later life with as much financial freedom and security as possible.

I provide holistic and practical advice for clients in all stages of life, across savings & investments, pensions & retirement planning, tax-efficiency planning (inc trust planning), individual/family/business protection & insurance, and estate/inheritance-tax planning.