“I’ve built strong relationships with my clients and take genuine pride in helping them achieve their financial goals and secure their retirement.”
I was probably younger than ten when I first asked my dad a question that stuck with me: “How much do I need to be earning to have a comfortable life?” He said around £30,000 at the time. But it was never really about the number. It was what that represented. A home you feel proud of. The ability to raise a family. To enjoy life a little. And, most of all, not having to worry.
Looking back, I realise I wasn’t really asking about income. I was asking about stability. That early curiosity shaped me more than I understood at the time. It planted a simple belief: financial security does not happen by accident. You have to aim for something – and then take action.
I joined Mattioli Woods in 2015. In financial services, consistency carries weight. Many of my clients are from an older generation and they value knowing the person advising them today will still be there tomorrow. My first five years were spent within the Relationship Management, and Investments teams. I learned how we construct portfolios, how platforms function, and how advice moves from recommendation to implementation. Seeing the inner workings of the process gave me a practical understanding that still shapes how I advise today. When I sit down with someone new, I start with perspective. Where do you see yourself in a year? In five years? In ten? What are you worried about? What would make you feel more secure? Those questions tend to unlock everything.
My job is to help people articulate what they truly want and then have honest conversations about how to get there. Sometimes that means confirming a goal is achievable. Other times it requires realism – adjusting expectations today to create more options tomorrow. Over time, I have come to see wealth management less as financial engineering and more as stewardship. My job is to help clients feel steady in a world that feels uncertain. There are principles I return to again and again.
I help clients understand investment risk rather than fear it. Holding too much cash can feel safe, but over time it quietly erodes purchasing power. The aim is balance – enough liquidity to provide comfort, with the remainder working productively for the long term.
I encourage full use of tax-efficient allowances, including the lesser-known ones. They’re rarely glamorous, but the compound quietly and powerfully over time.
What I enjoy most about this profession is being involved at moments that truly matter – retirement decisions, business exits, inheritance planning, periods of uncertainty. These are not just financial conversations. They’re life conversations. I take genuine pride in the relationships I have built and in helping clients move from uncertainty to clarity.
Outside of work, I’m a lifelong Leicester Tigers supporter. Rugby taught me discipline, teamwork and resilience, qualities that translate more directly into financial advice than people might expect. I keep active through running and the gym, and I enjoy the occasional water-skiing trip to Norfolk when I can.
That question I asked as a child still sits quietly in the background of what I do today. Financial security looks different for everyone. But confidence comes from having a plan – and the discipline to follow it.
