I’m a qualified Financial Adviser and a Chartered Accountant (no longer practicing) with over 20 years’ experience in finance and business. I help individuals, families, and business owners navigate life’s key financial decisions with confidence, clarity, and peace of mind. Having worked for leading investment businesses including Aviva Investors and Brookfield Asset Management, I bring a wealth o
f technical knowledge and strategic insight to your financial planning. My approach is personal, holistic, and proactive - combining detailed fact-finding, portfolio analysis and cashflow modelling to give you a clear view of your financial future. Whether you’re planning for retirement, investing for the future, protecting your family or managing an inheritance, I use visual tools to help you understand the long-term impact of your decisions - and stay in control of your financial journey.
