
My key objective is to provide support to my clients to help them achieve clarity and confidence with the management of their personal finances. I spend time developing an in-depth understanding of each client’s unique financial situation and goals then I work closely with them to create tailor-made financial plans which are ideally suited to their priorities. My focus is on building enduring relationships, being a trusted adviser during every stage of each client’s life journey and ensuring alignment of their financial plan to changing circumstances.
My decision to pursue a career as a personal financial advisor is driven by a passion for enabling my clients to achieve financial comfort, through refinement of their objectives and helping them work towards their goals.
I strongly believe that money is not the sole definition of wealth but is an important component of overall wellbeing. My aim is to ensure that my clients have the financial infrastructure they need to be able to spend more time doing what they truly love.
Having spent over a decade working at international investment banks in the city, including Goldman Sachs and Jefferies International, I am keen to deploy my expertise and experience towards private wealth management clients. I believe that people from all levels of wealth should have access to the highest quality of financial advice. I provide a holistic spectrum of financial advice to my clients, covering investment and retirement planning, and income protection planning.
I divide my time between the South Cotswolds, where I live with my husband and our daughter, and our London home in Kensington. I work with my clients across the UK both virtually as well as face-to-face.
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 12/03/2025
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.