“The best financial plans don’t exist in isolation – they’re built on the complete picture.”
Before joining Mattioli Woods, I advised clients within both mid-sized and top-tier accountancy firms, working closely with tax specialists, solicitors and corporate advisers. This experience shaped my belief that effective financial planning comes from bringing the right expertise together rather than working in silos.
With over 20 years’ experience advising private individuals, business owners and corporate clients, I work across a broad range of areas. This includes investment planning, pensions and complex Inheritance Tax (IHT) strategies, with a focus on providing clear, practical advice tailored to each client’s circumstances.
I build long-term relationships with my clients, helping them adapt their plans as their circumstances evolve. My approach is straightforward and collaborative, ensuring clients feel informed and confident in the decisions they make.
As a Chartered Financial Planner (CII), a Certified Financial Planner (CISI) and an affiliate member of STEP, I’m able to advise across complex areas where tax, investments and estate planning intersect.
Outside of work, I enjoy travelling and, at home in London, live music, theatre and the arts.
