Get in touch
Why I became a Financial Planner?
I am in the lucky position to add incredible value to a person’s situation. Understanding what is important to them and through good planning, a person can live more purposefully and mindfully. I am continually learning, challenged, and fulfilled daily.
Specialist areas of advice I find rewarding.
I have broad experience with different types of planning including business owners, wealth accrual, retirement, and tax planning. Each situation is unique and therefore financial plans differ. Taking a holistic approach and building a truly bespoke plans ensures great outcomes.
What's important to me when delivering advice?
Taking the time to understand what is important to the client. This enables a client to really understand and take control of their own journey and narrative. From here I can have a positive impact by shaping the planning to fit that journey.
My favourite film, book and show.
Film: Castaway
Book: Homo deus by Yuval Noah Harari
TV show: Severance
What matters to me most (in three words).
Family, health, authenticity
What I enjoy most about my role.
Speaking to people from all walks of life, understanding them, their journey and how I can add value to their journey to get really meaningful outcomes.
Film: Castaway
Book: Homo deus by Yuval Noah Harari
TV show: Severance
My favourite
film, book and show.
Family, health, authenticity.
What matters to you
most in three words?
Speaking to people from all walks of life, understanding them, their journey and how I can add value to their journey to get really meaningful outcomes.
What do you enjoy most
about your role?
Taking the time to understand what is important to the client. This enables a client to really understand and take control of their own journey and narrative. From here I can have a positive impact by shaping the planning to fit that journey.
What's important to me when delivering advice?
I have broad experience with different types of planning including business owners, wealth accrual, retirement, and tax planning. Each situation is unique and therefore financial plans differ. Taking a holistic approach and building a truly bespoke plans ensures great outcomes.
Specialist areas of advice I find rewarding.
I am in the lucky position to add incredible value to a person’s situation. Understanding what is important to them and through good planning, a person can live more purposefully and mindfully. I am continually learning, challenged, and fulfilled daily.
Why I became a Financial Planner?
Get in touch