Following a long career as a senior leader in London marketing agencies, I decided to follow a new career path, making use of extensive experience gained advising clients and delivering solutions and combining it with my own personal experience of the benefits of financial planning advice. 

Good financial planning starts with understanding your goals and your direction of travel, and mapping these out into a personalised life plan. Understanding where you are now, how you got there and where you want to get to, will underpin the tailored advice to support those objectives, be they for you, your family or business. Of course, things can change over time and the benefit of clients having periodic reviews and ongoing access to advice means the life plan comes back into focus and adjustments can be made. Ultimately this leads to long-term relationships and my role evolving into one more akin to a financial life-coach.  

Regardless of where you are in your life’s journey, I aim to provide a clear view of that plan and support towards you achieving your financial goals.