I’m a Chartered Financial Planner who advises individuals, families, and business owners on long-term financial planning.
I work closely with clients to develop tailored strategies that support their financial objectives at every stage of life. My advice covers a broad range of planning needs, including cash-flow forecasting, retirement planning, investment planning, intergenerational wealth planning and business exit planning, helping clients make informed decisions with confidence.
With a particular interest in trust and estate planning, I assist clients in structuring their affairs to preserve wealth and achieve an efficient transfer of assets across generations. I work collaboratively with clients and their professional advisers to ensure financial planning is aligned with their wider personal, family, and business objectives.
My approach is founded on building long-term relationships, providing clear, considered advice and helping clients adapt their plans as circumstances evolve.