I started my career in financial services after finishing university, starting out as a paraplanner.
I’ve now been advising clients on their long-term financial planning and making sure they reach their goals for over two decades.
I also lead the team with Richard.
What do you enjoy most about your job?
Listening to clients talk about their lives, what they enjoy doing and then helping them plan for the future so they can continue to do these things.
How do you most like to spend your time outside of work?
Either running or on a well-known branded indoor bike. I’ve also started the long process of learning to play golf. Initial lessons indicate that this may not be a long-term hobby!
Something guaranteed to make your day better…
The dog welcoming me home at the end of the day. There is nothing like their unconditional love.
Book a meeting with one of our wealth experts, call 01782 279615 or book online.