I have worked in financial services for over 10 years and been with Helm Godfrey for nearly six of those. I enjoy helping clients use their finances to achieve their goals and objectives, whether that’s saving for a deposit on a house or help to plan for their retirement.
Investing money can be a daunting process for many people mainly due the complexities involved. I take pleasure in guiding clients through the various options, and putting a tailored financial plan in place. As clients’ circumstances change, and taxation and legislation changes, it is crucial to have an ongoing relationship in order to constantly review and update this financial plan.
Away from the office I enjoy watching and participating in many sports such as football, rugby, cricket and snowboarding.