Having worked in the financial services industry since 2010 I have a wealth of experience in all areas of financial planning and became an adviser in 2019 as I’m passionate about providing trusted advice and education across all areas of retirement and tax planning, investments, insurance and protection.
I have a First Class Honours Degree in Business Studies and a Diploma in Regulated Financial Planning with the Chartered Insurance Institute.
My approach is to very much understand your financial goals, both for you and your family, and to work closely with you to put the plans in place to help you achieve these goals. Everyone’s goals are different and for example you may be looking to better understand when you can retire, how to retire early, how to pass on your estate in a tax efficient way to your loved ones, how to help your children or grand children financially, how to plan for your retirement or how to start an investment portfolio.
Whatever you are looking to achieve, I am here to help you every step of the way with expert, qualified advice.
I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life.
I work alongside the mortgage, equity release, wills and trusts team at Ellis Bates to offer you expert financial solutions and services from saving up for your first home to protecting your family’s inheritance in later life – and everything in between.
I also work closely with our in-house Investment Team, who deliver a first class socially responsible investment proposition, along with an extensive range of strategies to suit all risk appetites.
As an Education Champion at the Chartered Insurance Institute I am committed to giving something back to my local community, providing financial education workshops to schools and colleges, helping young people understand the fundamentals of finance as they start their journey to adulthood and being their careers. Outside of work I enjoy travelling and spending time with family and friends.