I offer holistic and personalised financial planning advice to busy professionals and their families. I pride myself on building trusted and lasting relationships with my clients by understanding what is truly important to them and keeping that at the heart of everything we do. My services are of particular use to those who lack the time or desire to implement and maintain a bespoke financial plan themselves.
I have a diverse background with a master’s degree in engineering and previous careers in customer service and banking. I’m passionate about financial education and giving people the knowledge to make informed decisions and take ownership over their future. Outside of work I enjoy staying active and being outdoors. I closely follow football and formula 1 but will happily chat about any sport.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Partners: The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.