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’m not around or can’t get back to you right away, please don’t hesitate to reach out to anyone on my team—they’re 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.
As the BOE prepares to potentially lower interest rates, savvy savers could/may significantly bolster their financial positions.
We explore the various employee benefits available and their impact on your high-net-worth business.
We provide a general overview of opportunities available at the start of the new tax year.
Having the right protection in place helps your business work through disruptions and stay financially stable.
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.
As the BOE prepares to potentially lower interest rates, savvy savers could/may significantly bolster their financial positions.
We explore the various employee benefits available and their impact on your high-net-worth business.
We provide a general overview of opportunities available at the start of the new tax year.
Having the right protection in place helps your business work through disruptions and stay financially stable.