Having joined the financial services industry in 2007, I have spent the entirety of my career advising clients on their finances and investments. I am proud to hold Chartered Fellow status with the Chartered Institute for Securities & Investments. I relish building close and enjoyable long-term relationships with my clients and take great satisfaction assisting and witnessing them achieving their financial goals. I firmly believe that by mitigating one of life’s worries, money, I can provide clients the head space to put maximum focus into enjoying their lives and achieving their personal goals.

I was born and raised in Bristol and spent over a decade living in London and working in the City. My time is now split between the two great cities, and I enjoy client relationships across the south of England. As with so many of us where life doesn’t quite follow the path you expected (I’d dreamt of playing hundreds of games for Bristol City Football Club by now!) I know I’m fortunate to say I take huge enjoyment and fulfilment from my work.