Prior to working with Succession Wealth, I worked for 22 years at Lloyds Bank, where I provided advice to Business Owners and SME’s on all aspects of financial planning, including Business Protection (Shareholder Protection and Key Person Cover), retirement planning and investments.

I then became an Independent Financial Adviser for Pannells Financial Planning (PKF Financial Planning), where I worked to support High Net Worth clients with their Financial Advice requirements. Pannells Financial Planning was then bought by Succession Wealth in 2022 and I have been employed by Succession Wealth since.

While working at Lloyds Bank, I obtained Chartered Status and a Felow of the Personal Finance Society (PFS) as well as being sponsored by Lloyds Bank to complete my MBA, which I achieved with Merit. This has helped me to provide a comprehensive service to my clients and also empathise with the day to day challenges for business owners and to provide a holistic view, when introducing a financial planning strategy.