Meet The Team

The best part about my job is meeting people from all walks of life, understanding their objectives, and building a plan to help them hit those objectives. Every client has different needs and wants different outcomes, so no client is the same.

My specialist areas are retirement and pension planning, and Inheritance Tax (IHT) and estate planning. This may encompass forecasting a client’s journey using cash flow modelling which will give us an indication of whether their objectives can be achieved, and if not, what we can do to help get them there. I also have an interest in the world of investments.

In my spare time, I like to keep active, whether that’s running (mostly), or out exploring the British countryside. I am aiming to complete the six major marathons over the next few years, which also gives me the perfect opportunity to travel and explore new places.