My priority is providing my clients with exceptional financial planning and advice.

For me, this requires forming a deep understanding of the people with whom I work, including their unique personalities and priorities, before using that understanding to build a bespoke, holistic financial system.

On the surface, these systems include cashflow planning, tax efficiency, investment management, protection strategies, pensions, cash management and estate planning.

Below the surface, I help clients understand what they want and why, and then help them achieve it: providing accountability, protecting them from the risks along the way, and giving them the confidence to make big decisions.

In a world of raucous markets, politics and media, I help my clients stay grounded and focused on what matters most.

I began my career in financial services in 2019, after graduating from Oxford University with a Double First in Classics.

I started in the Investment Management team at St. James's Place where I was engaged in a variety of investment fields before focusing primarily on multi-asset portfolios and alternative investment strategies.

I became a financial adviser in 2022, in pursuit of a role that would allow me to spend more time working with clients face-to-face and make a more tangible difference to their lives.

In 2025 I achieved Chartered Financial Planner status, and I launched Aurelian Financial Planning later that year.

On the basis of my examination results, in 2022 I won The Insurance Institute of London’s Diploma in Regulated Financial Planning Prize, and in 2025 The Worshipful Company of Insurers’ Diploma in Financial Planning Prize.