“Strong client relationships are built on trust, consistency, and doing the right thing when it matters most.”
I began my career in financial services in 1993 after graduating from De Montfort University, initially exploring different paths before discovering a natural fit within the profession. What started as an administrative role quickly developed into something more meaningful, as I found myself drawn to the client-focused nature of the work and the positive impact good advice can have.
I joined Mattioli Woods in its early years, when the business was still small and highly collaborative. This environment gave me the opportunity to gain experience across multiple areas of the firm, from administration to consultancy support, and to be involved in major industry developments such as the implementation of the Pensions Act 1995. That early exposure laid the foundation for a well-rounded understanding of financial services and shaped my approach to advice today.
After a brief period with a large multinational consultancy, I returned to Mattioli Woods in 1998, attracted by its personal, client-centric ethos and the opportunity to work directly with individuals. Transitioning gradually into an advisory role, I’ve built long-standing relationships with my clients, many of whom I continue to work with decades later.
I specialise in pensions and have extensive experience across employee benefits, personal wealth planning, investment strategies, trust and Inheritance Tax planning, and financial protection. My approach is rooted in understanding each client’s individual objectives and translating complex financial concepts into clear, practical advice. I focus on outcomes rather than products, ensuring that every recommendation is aligned with what truly matters to the client.
I take pride in helping clients navigate complexity, offering clarity and confidence in situations that can otherwise feel overwhelming.
I’ve spent several years as a Team Director, I’ve also played a key role in mentoring colleagues and supporting their development. While I’ve since stepped back from management responsibilities, I continue to focus on client work, bringing decades of experience and insight to every relationship.
Outside of work, I enjoy films, hiking, and mountain biking, and value the balance that time away from the office brings.
