“Money is a tool – know how to use it and you can fly.”
My route into financial advice started with a degree in mechanical engineering at De Montfort University – not the obvious path, perhaps, but it gave me a way of thinking about problems that I’ve never lost. Precision and understanding how things work matters, while knowing which tool to use for which job matters most of all.
Before joining Mattioli Woods in 2023, I spent years in retail banking, where I became the go-to person for the most sensitive situations: financial crime, bereavements, and powers of attorney. Sitting with families during some of the hardest moments of their lives taught me something no qualification can, financial planning is deeply human. The numbers matter, but the people behind them matter more.
Today, I’m passionate about financial wellbeing and the idea that money isn’t a goal in itself, it’s a tool. Used well, it brings peace of mind while enabling you to do the things that matter most. It can also create lasting security for families. Left untouched, for whatever reason, it can become a source of unnecessary stress. That’s why I take the time to truly understand each client’s full picture before making any recommendations.
My work focuses on family, estate and legacy planning. I enjoy encouraging families to think carefully about what they want to leave behind and how structuring their affairs can make that possible.
Recently, one of my clients was looking to retire at 57 but was uncertain if he was actually able to afford to. After going through his finances, it was clear that not only could he retire comfortably, he could draw more income to spend with family and doing things he loves, with funds projected to last well into his 90s. The happiness on his face at this realisation is the reason I do this job.
My style is warm, careful, and unhurried as I like to build trust, something that can only happen with time.
Outside of work, I’m working towards my private pilot’s licence and most Saturday mornings you’ll find me at East Midlands Airport, followed by simulator time at home in the afternoon. Learning to navigate the skies has only deepened my belief that knowing where you’re headed makes all the difference.
