BSc Mathematics, MSc Wealth & Investment Management, DipPFS
I help successful individuals, families and business owners gain clarity and control over their financial future so they can make confident decisions and focus on living the life they truly want.
With close to a decade in financial planning, I’ve seen the difference that thoughtful, well-structured advice can make not just financially but in the way people feel about their future. My role is to simplify complexity, bring structure to decision-making, and create a clear path forward.
I work closely with my clients to understand what truly matters to them, including their ambitions, concerns and priorities to build a financial plan that reflects that. This isn’t just about investments or products; it’s about aligning your finances with your life.
Clients value having someone they can rely on, a long-term Partner who provides clear, honest advice, keeps things on track, and is there to guide them through life’s key decisions and transitions.
Outside of work, I’m passionate about staying active. I enjoy golf, have started a running club, and have completed multiple marathons, including a 100km ultramarathon – something that reflects the same mindset I bring to my work: discipline, consistency, and long-term thinking.
Book a call with me by clicking here.
I’m able to offer this level of support because of the breadth of my experience and the way I’ve intentionally built my career.
Early on, I completed a Master’s degree in Wealth & Investment Management, sponsored by St. James's Place. This gave me a strong technical foundation and shaped how I think about financial planning as a long-term, strategic discipline rather than a series of short-term decisions.
Before becoming a financial planner, I worked within St. James's Place across multiple areas of the business, including our technical advice team, investment management, and Partner finance, where I supported advisers with their own succession plans. This gave me a unique, behind-the-scenes understanding of how financial strategies are designed, implemented, and managed at the highest level.
I chose this path deliberately to build the depth of knowledge needed to provide truly holistic advice to both individuals and business owners.
Today, my focus is helping clients understand what really matters to them, giving them the clarity and confidence to make informed decisions about their future.
Many of my clients are highly accomplished in their own fields but haven’t had a trusted Partner to help them plan for retirement or a future business exit*. They know they can speak openly with me, not just about their finances, but about what they truly want from life. That trust is at the heart of every relationship I build.
I see financial planning as a long-term partnership. We will be alongside you to provide guidance, accountability and reassurance through every stage of life.
My commitment is simple: to go above and beyond to ensure my clients feel in control, supported, and ultimately at peace with their financial future.
*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
1 of 2 addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.