I began my career in financial services in 2009, developing a deep understanding of the sector over more than fifteen years. In 2017, I joined Crowe as an Independent Financial Adviser, delivering tailored advice to clients across the South of England.
Recently, I relocated to Cheltenham to head up Crowe’s financial planning team – a testament to the firm’s confidence in my expertise and leadership. Alongside this, I’m proud to hold Chartered Financial Planner status and Fellowship of the Personal Finance Society (FPFS), the highest level of professional recognition in our field. These achievements reflect my commitment to technical excellence, ethical practice, and delivering the very best advice to clients.
My team
If I am not available or cannot get back to you right away, please feel free to reach out to Kirsty and Rob for any technical queries or Dawn for any administration queries from my personal clients and Jess for any administration queries from my corporate clients. The team are always happy to help and will make sure you get the support you need.
Filter By
Services
Insert Clear Filter Text
It is natural to have concerns when markets fall, nobody wants to lose money. History tells us timing the market is rarely the right action to take.
We explain the importance of investing in Key person cover and how you can protect your business.
It is natural to have concerns when markets fall, nobody wants to lose money. History tells us timing the market is rarely the right action to take.
We explain the importance of investing in Key person cover and how you can protect your business.