“Knowledge is power, financial knowledge is freedom.”
People often arrive at their first meeting with me feeling apologetic. Papers everywhere. Old statements they don’t understand. A sense that they should know more than they do. That moment is where my work really begins.
I’ve always believed that understanding your finances changes how you live your life. When people know what they have, what it’s for, and what their options really are, something shifts. Decisions feel lighter. Fear loosens its grip. Confidence grows.
That belief didn’t come from textbooks. Early in my career, before I was even qualified to give advice, I worked alongside financial advisers during a period of major industry change. My role was not to recommend solutions. It was to explain. To translate. To help people understand what was being discussed and why it mattered. I saw first-hand how powerful that clarity could be, and I knew this was the work I wanted to do. I qualified as a financial adviser in 2017.
Today, I am particularly drawn to clients who feel buried under complexity. The ones who aren’t sure what to keep, what to question, or where to start. I love taking that chaos and turning it into something calm, structured and purposeful – not just a plan, but a framework that evolves as life does. Working with clients year after year, watching confidence replace uncertainty, is incredibly rewarding.
Relationships sit at the heart of how I work. I want clients to feel they’re meeting me, not a firm or a process. I care deeply that every client feels valued, regardless of size or circumstance. When someone says, “I know I’m not a big client, but…”, it genuinely stops me in my tracks. Because everyone deserves the same care, attention, and respect. Over time, I have also learned that good advice is not about pretending to have all the answers. Earlier in my career – often as the youngest person in the room and as a woman in a male-dominated industry – I felt pressure to prove myself. Now, I know that trust is built by honesty. By saying, “Let me check that,” or “This has not gone as planned – here’s what we can do next.” Being open, responsive, and proactive leads to better outcomes and stronger relationships.
What excites me most about this work is education. Financial knowledge creates freedom: the confidence to change direction, take time out, support family, or cope when life does not go to plan. Our review meetings are not just check-ins – they build understanding gradually, year on year. Watching clients grow into that confidence is what motivates me.
Outside of work, my world revolves around my three children. Life is busy, noisy and far from perfect – but it keeps me grounded. I am grateful to be doing work that feels genuinely important: helping people feel secure, informed and free to make decisions that align with the life they want.
