I am passionate about helping individuals and business owners achieve financial security and long-term success. With over 20 years of experience in the industry, I provide personalised Wealth Management services tailored to each client’s unique goals and circumstances.

Based in Essex, I specialise in investment planning, retirement planning, inheritance tax planning, and intergenerational wealth management. My approach is built on trust, professionalism, and a commitment to building lasting client relationships. I started my business because I am passionate about financial wellbeing and believe in building trusted, long-term relationships with my clients. I understand that financial planning is not one-size-fits-all, which is why I take a bespoke approach, offering expert guidance in investment planning, retirement planning, inheritance tax planning, and intergenerational wealth management.

My core values are trust, professionalism, and integrity. I take pride in making financial advice accessible and straightforward, helping ensure my clients feel confident about their financial future. I also believe in giving back and supporting charitable causes that align with my values, making a positive impact beyond financial services. I am a Trustee for the Ending Life’s Taboo charity who provide rapid access to end-of-life counselling to young adults aged 18 to 45 years old - Ending Lifes Taboo

Looking ahead, my goal is to continue providing expert advice while adapting to the ever-changing financial landscape. Whether you're planning for retirement, growing your investments, or securing your family’s legacy, I am here to guide you every step of the way.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Clicking a link will open a new window. Any external sites are not endorsed by St. James's Place.