I am a Chartered Financial Planner with over 7 years industry experience and a real determination to change the way my clients feel about money.
I believe that financial planning is for everyone, and it’s about so much more than the numbers. For me, the numbers are a tool to help you enjoy life and look forward to the future you are creating, with a little less worry and a little more sleep! I’m lucky to enjoy long-term relationships with my clients which means I get to accompany them through different stages of their lives and see hard-earned goals and objectives turn into reality. In summary, I provide advice to individuals and families who are looking to simplify their finances, and I do my best to keep this accessible and easy to understand even in the most complex situations.
At home, I am raising two daughters and spend as much time outdoors and near the sea as possible.
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.