I have over 20 years’ experience in financial services, working in various roles including financial compliance, financial complaints and financial advice.
I am a Diploma qualified financial adviser, working towards chartered status. I also hold equity release and group risk qualifications.
My focus is to provide comprehensive and transparent advice to help my clients. I thoroughly enjoy building long lasting relationships with my clients and their families, to help them make plans that fit their needs to achieve their goals throughout their lifetimes.
I pride myself on my ongoing relationships with my clients which gives me an understanding of their needs now and going forward. My clients take comfort that they are receiving the expert advice from an experienced, conscientious, qualified financial planner who puts them first.
I work alongside the Mortgage, Equity Release, Wills, Lasting Power of Attorney and Trusts teams 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 work closely with our in-house investment team, who deliver a first-class investment proposition, along with an extensive range of investment strategies, including socially responsible and environmentally sustainable portfolios.
When I am not working, I am busy taking my son to football training and matches. I am an avid rugby fan, with Wasps being my club team. I enjoy walking in my local area and spending time with my family and friends.