team_member_profile
As a recently qualified Financial Adviser, I am passionate about helping clients take control of their financial futures and build towards a secure and enjoyable retirement. I focus on delivering advice that is clear, practical, and genuinely adds value to people’s lives.
Before becoming a financial adviser, my career was in property and property investment, which has given me a strong understanding of how real assets can complement wider wealth and retirement strategies.
I am enjoying every stage of growing the business, from taking on new clients and creating tailored financial plans to introducing modern systems and technology that make our processes more efficient. Working alongside my father, David, has been both a privilege and a learning experience. His integrity, professionalism, and dedication to clients have shaped the way I approach advice and service. I am grateful to have his guidance, both as a mentor and as a great father above all else.
My aim is to ensure every client feels confident, informed, and supported at every stage of their journey.
Outside of work, I am passionate about sport and travel. I play rugby for the Solihull Bees, enjoy boxing and working out. I love to travel whenever possible, especially for skiing. Staying active helps me stay focused, motivated, and balanced in both my professional and personal life.
