About Me
I am an Independent Financial Adviser at Baggette + Co Wealth Management, supporting individuals and families at every stage of life. While many of my clients are fellow young professionals, because of my modern approach, my work spans generations — from first-time investors to those preparing for, or enjoying, retirement.
As a Fellow of the Personal Finance Society, I combine technical expertise with a strong sense of responsibility and care. My advice covers all aspects of financial planning, including retirement, investments, protection, and estate planning, always tailored to the personal goals and values of each client.
What sets me apart is my ability to make financial planning accessible and empowering. My advice is clear, independent, and grounded in long-term outcomes — helping clients across Dorset, Hampshire, and beyond make confident decisions about their future.
My Professional Background
Like many people, I found my way into financial services almost by accident — but it quickly became clear it was the right path for me. With a keen interest in finance and a genuine love for working with people, becoming an Independent Financial Adviser made sense.
I started out with a strong sense of ambition, working my way through the industry’s qualifications — ultimately achieving Fellowship of the Personal Finance Society (FPFS) at a young age, a milestone I saw as the gateway to the next chapter. Now, my focus is on delivering meaningful outcomes to clients, building relationships that last, and helping people feel confident about their financial futures.
I joined Baggette + Co because the firm’s values mirrored my own — independent, client-led, and focused entirely on doing the right thing with no sales targets or pressure.
What Drives Me in My Role
What drives me most is building long-term relationships and delivering advice that genuinely makes a difference to people’s lives. Whether it’s helping someone get started as an early investor, plan for retirement, or protect their family, I find real meaning in guiding clients through big decisions with clarity and care.
At Baggette + Co, I value the independence and integrity that sit at the heart of everything the team does. There’s no sales culture — just a shared focus on doing what’s right. For me, it’s this commitment to thoughtful, people-first advice that makes the work so rewarding. Every plan is personal, and every outcome matters.
Life Outside of Work
Outside of the office, I enjoy spending time with friends and family or unwinding at the gym after a busy week. As a lifelong Manchester United fan, even during the tough seasons, I make it to as many matches as I can. When it comes to food, I enjoy it all, but my favourite spot is The Lazy Fox in Westbourne, which is hard to beat.
