My goal as a Wealth Management Partner at True Potential is to help people take charge of their financial future in a way that’s meaningful, clear, and aligned with their values.
With over 17 years in financial services, I work with individuals, families, and business owners from all walks of life—helping them build wealth, protect what matters most, and feel confident about the road ahead. Whether you're planning for retirement, investing for the future, or thinking about how to pass on wealth to the next generation, I’m here to make the journey straightforward and empowering.
For me, great financial advice is all about real connection...
That means no jargon, no pressure—just open, honest conversations and long-term relationships built on trust. I’m especially passionate about helping clients think beyond the numbers and make financial decisions that reflect what really matters to them—family, freedom, security, and peace of mind.
Based in North Yorkshire, I still believe in the power of face-to-face advice. While digital tools are an important part of the journey, I think the best results come from sitting down, listening, and building a plan together.
If you're looking for ongoing, proactive advice from someone who speaks your language, I’d be happy to help.
