Having worked in the financial services industry since 1994 I have a wealth of experience in all areas of financial planning. I am a Diploma certified financial planner.
I am passionate about providing trusted advice and education across all areas of retirement and tax planning, investments and protection, providing a holistic financial planning service.
I work extensively with business owners, high earners, and high net worth individuals, all of whom require specific, expert tailored advice.
I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life.
I work alongside the Equity Release, Protection and Wills and Trusts teams to offer you expert financial solutions and services, from starting your investment or pensions strategy journeys right up to protecting your family’s inheritance in later life – and everything in between.
I also work closely with our in-house independent Investment Team, who research, analyse and offer first class multi faceted investment propositions, with an extensive range of strategies to suit all risk appetites.
As a member of the Ellis Bates Corporate Team I work with business owners, entrepreneurs and the self employed, offering a wide range of financial advice and planning services including group pensions schemes, group protection solutions, salary sacrifice set up and management, employee benefits packages and financial wellbeing services.
Outside of work I enjoy spending time with my family walking our dog and visiting new places.
