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.
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HMRC now requires certain UK trusts to register with its AEOI portal by 31 December 2025, enhancing tax compliance and reporting standards.
Salary sacrifice pensions face a £2,000 cap from 2029, but it is still a smart, valuable benefit for most employees.
New FSCS protection limits from 1 December 2025; what it means for your savings, joint accounts and peace of mind.
HMRC now requires certain UK trusts to register with its AEOI portal by 31 December 2025, enhancing tax compliance and reporting standards.
Salary sacrifice pensions face a £2,000 cap from 2029, but it is still a smart, valuable benefit for most employees.
New FSCS protection limits from 1 December 2025; what it means for your savings, joint accounts and peace of mind.