I started my career in financial services as an apprentice in 2014. What began as a love of numbers, spreadsheets and problem-solving, quickly developed into a career in paraplanning, where I spent many years building the technical expertise which underpins financial advice.

Along the way, I had the privilege of working with several highly respected advisers and by witnessing the positive impact they had on their client’s lives, I was inspired to pursue my own path as a Financial Adviser.

At my core, I inherently enjoy helping people – both clients and professional colleagues. In a world of constant change, whether that's financial markets, tax legislation or personal circumstances, my role is to help individuals and families navigate these changes with confidence. My focus areas are tax efficient wealth building, retirement planning and later life planning (involving inheritance tax mitigation and long term care).

My clients know that cashflow modelling sits at the heart of the financial planning journey we take together, both at the outset and throughout our relationship. While it's no crystal ball, it helps us quantify the financial impact of major life events, make informed decisions, and confidently navigate life's changes and uncertainties.

In my spare time, I enjoy working out, exploring nature and going on (the very occasional) run around Bath!