Having worked in the financial services industry since 1994 I have a wealth of experience in all areas of financial planning. I am a Diploma certified financial planner.
I am passionate about providing trusted advice and education across all areas of retirement and tax planning, investments and protection, providing a holistic financial planning service.
I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life.
I work extensively with business owners, high earners, and high net worth individuals, all of whom require specific, expert tailored advice.
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.
Outside of work I enjoy spending time with my family walking our dog and visiting new places.
