About Me
I’m an Independent Financial Adviser, helping individuals, families, and business owners make confident, well‑informed financial decisions. I combine technical expertise with clear, practical guidance to build long‑term financial plans that genuinely support my clients’ goals.
My Professional Background
I have over seven years of experience across both financial planning and investment management. My early career in investment management gave me a solid understanding of portfolio construction, risk management and market behaviour. I later spent more than four years as a paraplanner in an independent firm, working on a multitude of planning scenarios across investments, pensions, retirement planning, estate planning and protection.
I currently hold the CII Diploma in Regulated Financial Planning, the CISI Investment Advice Diploma and a degree in International Finance. I am currently progressing towards Chartered Financial Planner status with the CII as the next stage of my professional development.
What Drives Me in My Role
I’m motivated by the impact good financial advice can have on someone’s life. Whether it’s helping a family feel secure, supporting a business owner through a big decision, or guiding someone towards a comfortable retirement, I value being the person who brings clarity and reassurance when it matters most.
Life Outside of Work
Outside of work, most of my time is spent with my family and keeping up with my two young boys. I’m an active runner and also spend a lot of time in the gym, and when I get the chance, I like to get out on the golf course. Away from being active, I love being outside, particularly going on family adventures exploring the natural beauty of Dorset and getting out on the paddle board in the warmer months.