
At Grateful Financials, I help families and professionals protect what they have and grow what they need. Expect a personal approach and enthusiastic care for your financial needs, from what to do with a recent bonus, promotion, or career change to ensuring your loved ones are prepared for the life they truly want.
I specialise in family financial planning, creating solutions supporting long-term goals, managing pensions where necessary, ensuring effective retirement planning, and making sure you have the proper protections in place for you and your loved ones. I also enjoy working alongside professionals throughout their career challenges and milestones, sometimes collaborating with your accountants and solicitors to offer a truly holistic experience.
My main mission is to positively influence the next generation’s understanding and decisions with money. I believe this begins at home; through the plans we create and the financial habits we demonstrate.
After reflecting on my previous career path, I decided to dive into what I genuinely enjoy and excel at. With my experience and expertise in sound financial planning, I continuously seek to stay updated on the many changes impacting my clients' world.
Whether you're interested in learning and implementing tailored financial solutions or eager to be part of the movement toward better financial education, you can count on me to work hard to achieve these goals with your support.
Outside of work, you might find me enjoying a game of Padel, bouldering, or planning my next holiday to experience different cultures. If not, I'm happily driving my kids to their ballet, football, karate, padel, or birthday parties. They certainly lead a vibrant social life!
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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 21/03/2025
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.