Biography
With a strong background in wealth management, I help individuals and families navigate the complexities of financial planning, ensuring their investments, pensions, and long-term strategies align with their goals. Whether it’s planning for retirement, managing generational wealth, or optimising tax efficiencies, my focus is always on delivering tailored solutions that provide clarity and confidence.
Qualifications
CII Level 3 Certificate in Financial Services (General Route)
CII Level 4 Diploma in Regulated Financial Planning
What inspired you to get into financial services?
Before transitioning into financial services, I spent 11 years as a professional cricketer. My time in sport instilled a deep understanding of discipline, strategy, and long-term planning skills that translate directly into wealth management. I’ve always been fascinated by how money works and combining that with my passion for helping people and problem-solving, made financial planning a natural career choice.
What is the most rewarding aspect of your role?
The most rewarding aspect of my role is seeing the real impact of financial planning on my clients lives whether it’s giving them the confidence to retire on their terms, helping business owners structure their wealth efficiently, or guiding families in securing their financial legacy. Building strong, lasting relationships and seeing financial plans come to life is what makes this job so fulfilling.
What do you do away from the office?
Away from the office, I’m a huge sports fan and still love playing and watching cricket, football, and rugby. I also have a passion for travel and enjoy exploring new places whenever I get the chance.
