After more than 20 years in the financial services industry, I’ve learned that while personal finance can be complex, great advice doesn’t have to be. I pride myself on offering clear, straightforward guidance with a no-nonsense approach.

My approach begins with taking the time to truly understand each client’s goals and circumstances, allowing me to deliver tailored advice and apply a disciplined, structured process to implementing agreed plans. Solutions range from helping clients establish a simple rainy-day fund to developing complex and innovative strategies that address the evolving needs of corporate and professional clients.

After graduating from Bristol University with a Bsc in Economics and Accounting, I began my career as a financial analyst in investment banking at one of the City’s leading institutions. Over the years, I’ve worked across a variety of sectors in both London and New York, focusing on Financial Control and Risk Management in FX, Commodities, Emerging Markets and Rates.

My career has been built on listening carefully, understanding the task at hand, and applying a flexible, innovative approach to problem-solving. My move into personal wealth management was a natural progression — combining my professional expertise and personal experience to deliver exceptional outcomes for my clients.

If you’re looking for financial clarity or simply a “financial MOT,” please get in touch — I’d be delighted to help.