
I am an approachable, passionate financial planner. I am here to simplify financial advice for those who might find it overwhelming, complex or even a little intimidating. I combine professional expertise with real life experience to provide clear, compassionate advice designed to support my client's individual needs.
Financial advice should be accessible to everyone, not just those who fit a traditional mould. My business is built on the belief that it should be approachable, inclusive and free from judgment.
I am here to support anyone who wants to feel more in control of their finances and move forward with a clear sense of direction and peace of mind.
In addition, I specialise in working with clients who may feel overwhelmed by money matters, breaking down complex jargon and providing straightforward, tailored advice that aligns with their unique circumstances. Integrity, collaboration, and client-focused solutions are at the heart of my approach.
Whether navigating divorce, bereavement, or unexpected financial upheaval, my goal is to offer clarity, support, and solutions that empower my clients to take control of their financial future with confidence.
Beyond helping my clients secure their financial future, I am also building a business that supports my own family life striving for balance, security, and the opportunity to create a lasting legacy.
Great Things Grow From Little Acorns. The Acorn in my logo represents potential growth and prosperity —values that are at the heart of my approach. It also holds a deeply personal meaning: A for Aspiration, reflecting my family's hopes, dreams and growth together. C is for my son Charlie, O for my son Oscar, R is for Richard my husband, N for me Nicola. My family, who inspire me every day to help others build a secure future and lasting legacy.
My ultimate goal is to make financial planning easier to navigate, supportive and genuinely empowering. Helping my clients plan and achieve the financial future they truly desire.
We offer an excellent wealth management service which will help you achieve your goals
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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 28/03/2025
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.