I'm a level 4 qualified Financial Planner with over 30 years + experience helping individuals and families achieve their financial goals. The foundations of my work revolve around trust, integrity and making sure my clients needs are met.
As a Wealth Management Partner at True Potential LLP, I work with individuals, families, and business owners to provide clear, strategic, and personalised financial advice. With a deep understanding of investments, pensions, and financial planning, I help clients navigate life’s key financial moments—whether that’s planning for retirement, growing their wealth, or securing a legacy for future generations...
Backed by the award-winning True Potential platform, I combine cutting-edge technology with a relationship-driven approach to ensure that my clients have full visibility and control over their financial future. I believe in making wealth management straightforward and transparent, removing the jargon and focusing on what truly matters—your goals.
I take pride in building long-term, trusted relationships with my clients by delivering tailored advice that evolves with them. Whether you’re just getting started or looking to optimise an existing portfolio, my mission is to help you make smarter financial decisions, every step of the way.
Outside of work family is everything to me, and I'm incredibly lucky to have such a large one. This means constantly cooking for everyone, going on long dogs walks and I also enjoy going to the gym on a regular basis and specialise in Pilates.
If you're looking for a partner who genuinely listens, understands your goals, and provides advice you can rely on, I would be delighted to speak with you.
