“I learned this business from the inside out and genuinely care about getting it right for you.”
Growing up, I witnessed how changes to family circumstances affected financial options. I saw decisions being made without proper guidance, and I understood the anxiety that comes with financial uncertainty. That experience shaped my entire approach: I never want clients to feel that way.
I joined Mattioli Woods in July 2017 as a Client Relationship Manager, straight from college. I spent three and a half years in that role, sitting alongside advisers during the pandemic when markets were falling and clients needed reassurance. I deliberately took time to master that role before moving into paraplanning, where I built deep technical expertise across pensions, investments, tax, and estate planning. That inside-out experience shapes how I work today. I know the process, the timescales, and the human side of every decision.
Three words sum up how I work: methodical, practical and empathetic. What matters most to me is making every client feel valued and genuinely heard. I start with a conversation about your story, where you are and where you want to get to. Then we build a plan together at a pace that feels right for you. I never make clients feel rushed, and I take time to explain things in clear terms. I meet face to face whenever possible because real relationships are built through personal connection. After each meeting, I will outline a clear strategy you can feel confident about.
For couples, I take a joined-up approach, advising both partners to ensure coordinated planning. For younger families especially, protection planning provides the foundation. I help clients untangle existing provisions and build new ones, implementing strategic plans that create tax efficiencies.
One client came to me having never sought financial advice. She didn’t think her wealth was significant enough to warrant it. We took our time, and her confidence grew as her position improved far beyond what she’d expected. That transformation, from anxiety to peace of mind, is what drives me.
Outside work, I’m passionate about sport for the mental clarity and resilience it builds. I’m a regular at the gym and have recently started playing padel. I’m originally from the Midlands but have spent most of my life in Suffolk. I love to travel and discover new places with my fiancée, exploring different cultures and cuisines. Those experiences shape how I work with clients: wealth isn’t just about numbers; it’s about creating the freedom to enjoy your life.
I’m not here to give you quick answers. I’m here to give you the right ones. My commitment is simple: I will always work in your best interests, provide advice you can understand and rely on, and be there when decisions truly matter. You deserve an adviser who genuinely cares about getting it right for you. That’s what I provide.
