Team

As a Chartered Financial Planner and Fellow of the Personal Finance Society, I combine legal expertise with comprehensive financial planning to help individuals, families and business owners make confident financial decisions.

Before moving into financial services, I spent over a decade as a practising solicitor specialising in high value civil litigation. That experience developed the analytical skills, attention to detail and client focused approach that continue to underpin my financial advice today.

I specialise in retirement planning, pensions, investment management, estate planning and personal and business protection. Every recommendation is tailored to each client's individual circumstances, objectives and long term aspirations, ensuring advice is both practical and personal.

I believe that great financial planning is built on lasting relationships. My aim is to simplify complex financial matters, provide clear, straightforward advice and give clients the confidence to make informed decisions about their future.

Outside of work, I enjoy spending time outdoors, whether hiking in the mountains, skiing in the French Alps or exploring new places. These experiences reinforce my belief in planning ahead, embracing new challenges and making the most of every opportunity, values that I also bring to my work with clients.