Meet The Team

The role of a Financial Planner is very rewarding, and I really enjoy being able to help new and existing clients visualise and meet their goals and aspirations during retirement, so they can realise a full, happy, and enjoyable life without having to worry about their finances. I particularly enjoy working with clients at the beginning stages of retirement, pulling everything together and helping them plan the next stage of their lives, having financial freedom and enjoying the fruits of their labour.

Outside of work, I love spending time with my family and friends, going to the beach/surfing with my Claire and the boys, family camping trips to discover Devon and Cornwall, and watching the odd bit of Rugby (Wales!). I try to keep fit while playing football and CrossFit and hope to get back to snowboarding now our boys are old enough to get involved.