I work as a Chartered Financial Planner with over ten years of experience in the industry.
My job involves building long-lasting relationships with clients by understanding their finances and objectives for the future and taking the right steps to achieve their goals, whether saving to buy a first home, planning for retirement, or ensuring wealth is passed through generation tax efficiently.
Financial Planning can become quite daunting and complex. I take a holistic approach to my clients’ finances and ensure they have clarity and understanding of their situations, and I enjoy being able to work together to put bespoke financial plans in place so that they can enjoy their lives with financial peace of mind.
Away from the office, I enjoy travelling, having visited over 30 countries, and spending time with my loved ones.