I focus on goal-based, life, and financial planning. I support my clients in understanding their aspirations and how these can be achieved. Mapping a journey through life with clear stages, such as buying a house, or paying university fees for our children, is fundamental to financial planning.

We all know where we want to go on holiday, what house we would like to live in, or which car we would like to buy. However, we don't always have a plan for how to get there. As a professional with expertise and knowledge in the financial sector, I facilitate my clients' plans focusing on how they will reach their end goals as efficiently, and cost effectively as possible.

I support my clients in explaining and breaking down what may be unknown, or complicated concepts with simple examples. There is nothing like a simple drawing to bring abstract ideas to life!! I am an experienced educator, and prior to moving in to the financial sector I worked as a lecturer in Mathematics Education, focusing on students in teacher education. I thrive on supporting others in problem solving and working through their journeys with them. My empathetic and understanding nature, coupled with a vast range of professional experiences working in higher education, and across a range of primary schools, allows clients to feel at ease when meeting and sharing with me, without any judgement. I pride myself in being a safe and confidential person who is able to really listen to their clients and understand their needs.