
At the heart of my work is a commitment to building strong, long-term relationships. By truly listening to my clients’ needs, I ensure every recommendation is well-researched, strategic, and aligned with their aspirations.
After a fulfilling career in education - from teacher to principal - I’ve made an exciting transition into financial advice. While these fields may seem different, they share a common foundation: guiding people toward a more secure future.
Just as I once supported students, parents, and staff in making informed decisions, I now help individuals and families take control of their financial wellbeing by:
- Providing financial education for confident decision-making
- Understanding their current financial position and future goals
- Creating tailored plans to build and protect wealth
- Ensuring strategies remain relevant and effective over time
In education, I saw first hand how financial understanding empowers individuals. Now, I apply my problem solving skills to help clients navigate key financial decisions—whether it's securing a mortgage, protecting their assets, or planning for retirement.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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 14/04/2025
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.