Based in the Stroud Valleys, I provide in-person and virtual financial planning services to individuals, families and businesses in Gloucestershire, London and the home counties.

I wholeheartedly believe that everyone has the right to, and could benefit from, personalised, holistic financial advice. No two people are the same. Your dreams for the future, those you hold dear, and your circumstances are all unique. So too should your financial plan be. By getting to know my clients I help them create the financial future they want and deserve.

For individuals and families, I can advise on:

• how to protect you and your loved ones
• help you save for a future goal or dream
• turn your retirement aspirations into reality

I can also assist with inheritance planning, making sure that everything you’ve worked so hard for can be passed onto future generations the way you want and, in a tax efficient manner.

For businesses, I can assist with:

• protecting you, your business and your shareholders
• tax efficient distribution of profits
• pension auto-enrolment and contributions
• investment considerations
• employee benefits

Outside of the day job I enjoy being with my family, playing netball and spending as much time outside as I can - rain or shine!

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Auto-enrolment pension schemes are not regulated by the Financial Conduct Authority.