I have worked within the financial services industry for over 14 years, beginning at HSBC where I dealt with clients personal banking and mortgages, before moving into financial planning and working my way up to becoming a Chartered Financial Planner. I joined Ellis Bates in 2018.
I advise on all aspects of financial planning using my expertise and knowledge to help my clients find answers to questions such as how I can ensure my estate is protected when passing to future generations, have I got enough money to retire, and will my family be financially secure should anything happen to me.
I value building strong relationships with my clients and helping them make informed and confident decisions, always working hard to understand what’s truly important.
Using cash-flow modelling we can in real-time take stock of your accrued planning to date, forecast future returns, and build a number of life and market events that are important to you. This will provide clarity as to whether your objectives are achievable through easy-to-understand visual aids.
Away from work I’m very lucky to have such close family and friends, I enjoy spending time going for nice walks and bouldering. Having now finished playing football, I have started attempting to play golf which isn’t going well, although this will only drive me to become better.