
I help my clients to attain their lifestyle goals by providing tailored advice on a face to face basis. I aim to provide them with a clear view on potential solutions and work with them at every step of their journey towards achieving their financial goals.
Having transitioned from a successful Corporate career where I was heavily involved in coaching and leading teams, I recognise that all individuals have unique aims, goals, motivations and objectives. This is equally true from a lifestyle perspective as it is from a career perspective. I therefore value taking the time to truly understand my clients motivations and objectives before working alongside them to recommend and deliver solutions that help build a solid framework to support their future financial independence.
I am based in Tunbridge Wells and specialise in helping corporate clients considering the transition to a more independent lifestyle. I am also passionate about Financial education for the younger generation and regularly volunteer - through the PFS Education Champions initiative - in running modular awareness sessions for students in Years 10-13.
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SJP Approved 13/01/2025
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.