I have worked in financial services for the last 18 years having joined Helm Godfrey in 2005. For 11 of those 18 years I have been fortunate to work alongside Helm’s award-winning Wealth Manager and Director, Susie Foottit.
I provide holistic financial planning advice focusing on developing strategies to create and manage clients’ wealth. I take pleasure in guiding clients through what can be complex decisions and putting a bespoke financial plan in place. As clients’ circumstances change, and taxation and legislation evolves, it is crucial to have an ongoing relationship in order to keep the strategy under review and update this financial plan to ensure that the goals identified are reached.
Away from the office, most of my time is taken up with my partner and our three children and dog. When I do get a spare moment, I’m a keen follower of Tottenham Hotspur and enjoy most other sports and of course socialising with friends.