
I am a Chartered Financial Planner based in Berkhamsted, working primarily with local families, small businesses, and City professionals.
I value integrity, sincerity and empathy, and I pride myself on working to an exceptionally high standard for my clients.
My priority - and what I love most about my work - is building meaningful, long-term, trusting relationships with my clients and their families. I want to help my clients achieve the peace of mind and the opportunities that come from having a high-quality financial plan in place.
I began my career in financial services in 2019, working 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. My continued enthusiasm for markets, investing and behavioural finance builds on this experience and gives me particular insight into these important aspects of financial planning.
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 to make a more tangible difference to their lives.
In 2025 l achieved Chartered Financial Planner status, and I launched Aurelian Financial Planning later that year.
We offer an excellent wealth management service which will help you achieve your goals
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 02/04/2025
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.