Carefully Tailored Financial Planning
After almost 20 years in financial services, I wanted to create a more personal and client-focused experience - one where people feel genuinely listened to and supported. I believe the best financial advice starts with understanding you: your circumstances, your concerns and your aspirations for the future. Every financial plan is carefully tailored to provide advice that is personal, meaningful and built around your individual needs.
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About Me
After graduating with a degree in Sports Science and Sociology, I quickly realised that my real passion was working with people. I began my career in financial services as a foreign exchange dealer before moving into asset management, where I worked closely with financial advisers. It was during this time that I saw first-hand the positive impact good financial advice can have on people's lives, which inspired me to requalify as a financial adviser myself.
Having now worked as an adviser for almost 10 years, I can honestly say there is a lot of truth in the saying, "If you do what you love, you'll never work a day in your life."
Outside of work, I love spending time with my family — my husband Stephen, our son Theo, and our cockapoo, Nala. My perfect weekend includes a long dog walk, a pub lunch, and a traditional Sunday roast.
I have always been a keen sportsperson, having represented England in table tennis during my youth. These days, I've slowed things down slightly and enjoy playing padel at my local club.
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Contact us today to discuss your financial goals and build a confident plan for the future.