Meet Our Expert Team of Advisers

I’m a Chartered Financial Planner with nearly 10 years’ experience helping business owners, entrepreneurs and busy professionals grow, protect and plan their wealth — for their businesses, their families and their future.

Having started my career in commercial banking, I understand the real-world pressures of running a business and how closely personal and business finances are connected. That perspective shapes everything I do.

As a fully independent adviser, my focus is always on clear, practical planning — not products. I provide joined-up advice across tax, pensions, investments, succession, protection and employee benefits, and work closely with trusted accountants, solicitors and other specialists where needed.

If you’re looking for straightforward, independent advice tailored to your goals, I’d love to have a conversation. Feel free to connect or get in touch here on LinkedIn.