I joined TPO in January 2014 following a successful early career at other Independent Financial Planning firms. I offer advice on pensions, investments, protection and inheritance planning bringing clarity, reassurance and comfort to clients.
I adopt a friendly and proactive approach, clearly articulating the benefits and value of financial planning by keeping it interesting, informative and personalised to client’s specific requirements.
I take time to truly understand a client’s background, what is important to them, where they are in life and where they want to be.
This forms the strong foundations to create a clear, bespoke and realistic financial planning strategy to help achieve client’s goals both now and in the future.
I find it particularly rewarding to be able to explain complex financial issues to clients, in a way that they can relate to and understand, to empower them to make informed and confident decisions surrounding their wealth throughout their lives.
What drives me?
Outside of the office whether it be running, rock climbing, playing golf or road biking, I like to keep active.
I am always on the lookout for new experiences or challenges and am passionate about financial education – often apparent when speaking with existing clients around Intergenerational Planning.
I am a Chartered Financial Planner and my qualifications are:
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Certificate in Life & Pensions
- Diploma in Financial Planning
- Certificate in Pension Transfer Advice
With over ten years’ experience in the Financial Planning profession, a degree in Finance and Investment and a former member of TPOs Investment Committee, I have developed a broad range of expertise.
We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. If you require assistance with these areas contact us today.
We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482
You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society’s website.
How I can help you
- Chartered Financial Planner
- Advise in dealing with high net worth clients who have a diverse range of financial requirements and problems
- Expertise in cash flow modelling, to achieve a lifetime financial plan.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.