Regional Manager & Chartered Financial Planner
t: 01423 724 505
m: 07834 746 632
Having gained a degree in Mathematics, I moved into Financial Services in 2015 and initially worked as an analyst to better understand the qualitative side of financial advice. I joined Ellis Bates in 2017 and worked Paraplanning for 12 months whilst becoming Diploma qualified.
I am now a Chartered Financial Planner.
My approach is very much to help my clients better understand the complexities of financial advice and to show the impact expert and qualified help can have on helping you achieve your financial goals. A key aspect of this is allowing clients to express their needs and desires and allowing me to show them where the complexities of the industry and products can be used to benefit them.
I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life, allowing you to add timeline events to see whether you are on track to meet your goals which may include for example, retiring early, helping your children purchase a first home, purchase a holiday home, pass on your estate in the most tax efficient way etc
The overall goal of this approach being to help clients unsure that they understand the options they have and utilise their money in the best way to live life the way they want to.
Areas of financial advice I cover include:
- Pension planning including pension consolidation, pension drawdown, flexible pension options
- Retirement planning and forecasting
- Investment portfolios
- Tax planning
- Inheritance tax planning
- Trust Planning
- Wealth management
- Insurance and protection
- Will and Lasting Powers of Attorney
I 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 estate planning specialist I take particular interest in advising clients on the best ways to manage their money not only for their lifetimes, but also to ensure that they invest effectively to be able to pass this wealth between generations.
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.
Outside of work I play football for a local team and enjoy spending time with family and friends and travel.