As an experienced Financial Services professional, I guide and advise clients as we navigate the journey together towards their personal and financial goals. I do this by combining my professional and technical competence with my authentic desire to understand and help others. In short, I facilitate and deliver positive meaningful change in the personal and financial lives of my clients.

My approach is based on listening very carefully to clients, taking the time to get to know their world, their concerns, their goals; and then working together on a plan to achieve what they want in a way that's easy to understand. Areas that I have chosen to specialise in, where I can make a real difference, include Retirement Planning, Long Term Care, Estate Planning, and advising Business Owners.

Having become an Appointed Representative of St. James's Place I can access a huge array of additional resources, all of which are geared towards helping clients achieve the personal and financial well-being they seek.

As part of my Professional Development I have been awarded the status of Chartered Financial Planner by the Chartered Insurance Institute. In short this means that I have made a public commitment to professionalism and to maintaining standards of excellence in qualifications, ethics, business practices and professional development. Quite simply, it’s about dealing with a professional, someone with integrity, someone you can trust.