I’ve worked in financial planning since 1995 and joined Crowe Financial Planning UK Limited in 2005. My career has given me experience from different sides of the profession, including independent financial advice and product providers, as well as the opportunity to build a broad range of industry knowledge and qualifications.
My role today is centred around improving financial planning through technology. I particularly enjoy solving complex problems, challenging how things have always been done and finding simpler, smarter ways of working.
For me, technology is at its best when it makes life easier. I use my experience and understanding of financial planning to help create practical improvements that benefit both our clients and the people I work with.
For me, it’s the combination of great people and genuine independence.
We have the freedom to find the right solution for each client, alongside a team that really cares about the service and experience we provide.
I lead transformation and process improvement across the business, with a particular focus on how technology can improve the way we work.
I enjoy taking something complex and making it simpler. Whether that means improving a process, solving a problem or finding a better use of technology, my focus is always on practical changes that makes a real difference for our clients and our people.
What matters most to me is making things easy for our clients.
Whether that’s through clearer communication, simpler processes or smarter use of technology, I want every interaction to feel straightforward, personal and genuinely helpful.
I’m naturally curious and always looking for a better way of doing things.
I enjoy bringing people, processes and technology together to turn ideas into practical improvements that work in the real world