I'm a qualified Financial Planner in the Asset Management team. I endeavour to provide all clients with exceptional service and suitable financial advice in an approachable and transparent manner.
I thoroughly enjoy working closely with our clients and their families, Professional Deputies and Trustees, to ensure their lifetime needs and financial requirements can be met comfortably.
I am a keen advocate of financial education and enjoy volunteering as an Education Champion to spread financial awareness in schools, as a member of the Personal Finance Society (PFS).
I hold a Diploma in Regulated Financial Planning and Certificates in Discretionary Investment Management and Pension Transfer Advice via the Chartered Insurance Institute (CII).