I have worked in financial services for the past 16 years, supporting individuals and businesses to plan for their future growth. In my roles, I have supported clients, ensuring that I built meaningful relationships and developed a keen understanding of their circumstances.
Fundamentally I believe in the short and long-term benefits that providing transparent and practical financial advice to clients can bring and the value that this adds to their lives through increased wealth and peace of mind. I am passionate about ensuring that financial advice is accessible to all and ensuring that I help remove the barriers and historical misconceptions around financial discussions.
I aim to continue working with individual clients and small business owners to develop long-term plans and strategies that allow them to adapt and plan for their ideal future whilst ensuring what is essential to you is protected.
This is achieved by cultivating a relationship built on openness, trust, and integrity and ensuring that I clearly understand your life plan and goals. I will work closely with you and your family over the coming years to ensure I retain your trust. In addition, I will be on hand to provide advice, support and expert knowledge to you when you need it most.
A little bit about me, I love sports, especially football and cycling. I am continually looking to develop myself and new interests, such as learning to play golf this year. In addition, I like to be active in my local community and raise money or give time to local causes and charities through hikes, cycling and volunteering.
Finally, I have two fantastic children with whom I love spending time in nature. I want to use my career at The Ethical Wealth Project to contribute to building a sustainable world for them to inherit in the future.
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.