Years of experience helping clients achieve what matters
I passionately believe in a goal-based approach to financial planning. A good financial planning journey takes time and trust — understanding and prioritising goals is an essential part of that process.
I have worked in the financial services industry for over two decades, including over 11 years as a Chartered Financial Planner. Easily my favourite part of the job is sitting down with long-term clients to strategise unique solutions in a complex world to help them achieve their life goals.
I like to think of myself as an open person and try to approach every client as an individual with individual needs. I am open to taking on new clients who understand the value of financial planning and want long-term working relationships.
I believe technology is an undeniable and unavoidable part of this industry, and I try to embrace it wherever it adds genuine value — without exposing my clients to unnecessary risk. Client data protection is paramount, which is why I currently use automated workflows only with client data and do not expose client data to any public AI. I do use large language models for generic research and procedural support, where no client data is involved.