Having worked in Financial Services since 2008 and obtaining the Diploma in Regulated Financial Planning and Certificate in Discretionary Investment Management, I have spent the last 5 years helping clients with every aspect of their financial planning. This includes areas such as inheritance tax mitigation, bespoke investment portfolio construction and complex retirement planning.
My particular area of interest is helping my clients construct and work through their own unique retirement journey. It is an amazing privilege to help build a picture of what they want their retirement to look like and then helping them to achieve these goals, supplying peace of mind and support every step of the way.
Despite retirement planning being my specialist area, my client base is very diverse. I have clients of all ages and goals when it comes to what they personally want and need from a financial adviser. I pride myself in the fact that I tailor my advice to suit the individual I am working with, ensuring their own needs are always at the heart of any recommendations I give. It is important to me that my clients feel a part of the planning journey, whilst being able to share the burden of their financial affairs with a trusted professional.
I feel very privileged to have won the Chartered Insurance Institutes (CII’s) ‘Young Professional of the Year’ award in 2019 for my dedication to the profession and continual professional development. I hope this shows my clients my devotion to the profession and that I am part of a new generation of highly qualified and dynamic professionals coming up the ranks.
In my spare time I enjoy spending time with my partner, cooking (and eating said food), walking in the Blackdown Hills where I am lucky enough to live, and just generally trying to enjoy all the simple pleasures that life has to offer.