I am a member of the Personal Finance Society & Chartered Insurance Institute.
I have worked in financial services for over 15 years after graduating from University with an honours Degree in Economics; in roles within Legal & General, Quilter Cheviot and Prudential before joining Ellis Bates in 2021.
My passion is helping people from all walks of life achieve financial security for themselves and their loved ones.
I understand the importance of pertinent client interactions and believe that the chance of success (in securing financial security) is significantly increased, with a regular focus and attention on an agreed financial plan. Implementing that plan is my day to day.
Working with a financial planner affords you the freedom and opportunity to live the life you wish to, for yourself and through the generations of your family.
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.
I am here to help you with a holistic financial planning service, including; tax and inheritance tax mitigation, savings and investments, insurance and protection, pensions and retirement, estate planning and cashflow modelling.
Outside of work, I enjoy spending time with my young family and exploring the local countryside with our dog (Murdock the Eurasier). I enjoy many sports, especially snowboarding and love to cook for friends and family.