Highly Commended Team Leader of the Year 2025 | Professional Paraplanner of the Year 2024 | Former PFS Paraplanning Panel Member | Fellow & Chartered Financial Planner (CII/PFS)

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With 19 years’ experience in the financial services industry, I bring extensive technical expertise across a broad range of financial planning solutions. My career began with a strong focus on pension products and has since evolved into advanced paraplanning for complex client scenarios.

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My areas of specialism include retirement planning, later life and care planning, estate and tax planning, and savings and investment strategies. I hold a comprehensive range of professional qualifications, including Discretionary Investment Manager and Pension Transfer Specialist status, having passed the AF7 Pension Transfer exam in 2020 alongside the Certificate in Pension Transfer Advice. I am also a qualified Mortgage Adviser (Cert CII MP) and hold the Level 6 Advanced Diploma in Financial Planning (CII/PFS).

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Committed to continuous professional development and inclusivity, I have also achieved Level 1 and Level 2 British Sign Language (BSL) qualifications, enabling effective communication with BSL users.

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Outside of work I like to keep fit by partaking in Hyrox events, spending time with my young family and take a keen interest in sports including F1 and Football. For my sins, I am a supporter of Brighton & Hove Albion Football Club.