I am a Chartered, Certified Financial Planner based in the Thames Valley office, and am also a Fellow of the Personal Finance Society.
As a Financial Planner, I build long-term relationships with my clients by providing sound, honest and sensible financial planning advice dedicated to supporting my client and their lifestyle goals, not selling products. It’s incredibly rewarding to significantly grow a client’s wealth, help them achieve what they have set their hearts on and then see them enjoy it.
I’ve discovered that not every client can identify and articulate what their real concerns are. So, helping them to understand why they get out of bed each day is often the first step in building a successful and robust financial plan towards their financial freedom.