My career in financial planning has spanned more than 11 years, progressing from administration through paraplanning and into advising. Having worked in every stage of the advice process has given me a strong technical foundation, but more importantly, it has helped me understand what clients really value; clear advice, genuine relationships and someone they can trust to guide them through life’s financial decisions.

As a Chartered Financial Planner, I love getting to know my clients and understanding what they want their money to achieve. No two people are the same, which is why I believe financial planning should always start with listening. One of the most rewarding parts of my role is bringing a financial plan to life through cashflow modelling, helping clients see what is possible, understand their options and make informed decisions with confidence.

Over the years, I have supported many clients through significant life events, including retirement and inheritance planning. I also have significant experience in redundancy planning, supporting and advising many clients through this difficult career stage, to provide long term financial security.  My aim is to build long-term relationships with my clients, becoming someone they can rely on throughout every stage of life. Whether we are planning for retirement, making work optional, helping children and grandchildren, or simply ensuring finances stay on track, I want clients to feel supported, reassured and confident that they have a plan in place.

When I’m not in the office, you’ll usually find me outdoors. My young daughter keeps me on my toes, alongside our lively puppy and two horses, so weekends are rarely quiet! I love spending time with family and friends, whether that’s exploring the countryside, travelling somewhere new or simply making the most of quality time together.