I have worked in the financial services industry since 2008. I started working as a Financial Planning Analyst with Ellis Bates in 2015, working with Advisers to identify suitable solutions to meet clients financial planning needs. From the experience and technical knowledge gained through working as an Analyst, I progressed to becoming a Financial Planner.
I have a degree in Business & Management and the Diploma in Regulated Financial Planning with the Chartered Insurance Institute. I am a member of the Personal Finance Society and the Society of Mortgage Professionals.
My approach is to help you plan your future.
My role initially is to get to know your story. Where you are now, how you got here and where you want to be. Your life goals are at the heart of what I do.
The next step is looking at the resources you have to be able to achieve your goals. This is where cashflow planning comes in. I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life, allowing us to add timeline events to see whether you are on track to meet your aims (for example retiring early, treating your family to a holiday, purchasing your first home).
The third and final phase is to look at solutions to help you get to where you want to be, whether that is calculating how much additional funding/saving you may need to do, adjusting your life goals or looking at tax efficient solutions that would help save you money over the longer term.
I enjoy my job because I help people achieve their lifestyle plans and add value to the lives of individuals, families and businesses.
I provide professional advice in the following areas:
- Retirement planning
- Investments and socially responsible investing
- Financial services for Corporations and Businesses
- Tax planning
- Insurance and Protection
- Inheritance Tax planning
- Wealth Management
I work alongside the Mortgage, Equity Release, Wills, Trusts and Lasting Power of Attorney 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 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.