With a first class honours degree in Finance and Investment and the Chartered MCSI designation with the CISI, I bring a wealth of expertise and dedication to my clients.

I began my career in 2018 as a graduate, working in the administration and technical paraplanning teams, where I gained invaluable experience supporting recommendations for various Wealth Planners. In 2022, I became a Chartered Wealth Planner, further concreting my commitment to delivering exceptional financial planning services.

My focus areas include retirement planning—covering both accumulation and decumulation stages—investment strategies, and inheritance tax planning, all designed to maximize tax efficiency and manage risk effectively. I have worked with a diverse range of clients, including employed professionals, entrepreneurs, and company directors. Today, I specialize in helping business owners and high-net-worth individuals create tailored strategies to secure and grow their wealth.