I am a SOLLA-accredited Adviser specialising in providing expert, compassionate advice to later life clients across the country. With a deep focus on the unique financial needs of older individuals and their families, I navigate complex areas such as retirement planning, *equity release, mortgages, long-term care funding, inheritance tax mitigation and estate planning — ensuring tailored solutions that deliver clarity, security, and peace of mind.
I work closely with a range of professionals to ensure your legal and accounting needs are also met.
I hold a master's degree in Investment Management and most recently worked in financial services in the Middle East (Dubai).
*This is a lifetime mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.