I have 18 years experience in Wealth Management, and a passion for assisting those who are inspired to have a plan for their life and money. I do this by using my insight and understanding to help meet all Clients’ specific financial requirements to live their best life. 

With a Master’s in Business Administration, I am committed to ensuring my industry knowledge remains relevant by placing strong emphasis on my personal development. This, along with the pride and dedication I place on developing strong long-term personal relationships with my clients, ensures I am able to offer a rounded, professional and principled service.

I believe financial planning is about achieving individual goals, dreams and aspirations and not about products. As every client has unique needs and objectives, my emphasis is to understand their financial needs, commitments & personal aspirations and offer the most suited tailored advice. I can help you build a financial plan for protecting your family and business, helping to create and preserve your wealth and making sure that it’s passed on to your next generation effectively.

I am able to offer insightful advice based on my professional relationships with accountants, solicitors and specialists in Financial Services. The core of my business has been built on introductions and recommendations from my Clients.  

Outside of my business, I enjoy spending time with my husband and two children. An ideal day will always involve a lovely meal and long walk in the countryside with my family. As a family, we regularly practice Yoga. 

Charity is also important to me and I regularly participate in events which raise funds for the under privileged.