Originally from the Midlands, I moved to London in 2016 when I qualified as a Financial Planner. I am passionate about helping clients achieve financial freedom through cashflow modelling.
I help answer the question of ‘have I got enough?’ and aim to provide peace of mind delivered through honest advice. At The Private Office we pride ourselves on keeping complex matters simple and avoiding unnecessary jargon.
I advise on pension reviews, retirement planning, investment management, tax efficient structuring, life insurance and succession planning.
What drives me?
I’m fortunate to love the work we do as we really are able to help clients realise their dreams, whether that’s helping them to retire early or helping their children out with house deposits.
I’m working towards Chartered status and plan to continue my qualifications further. Outside of work you’ll likely find me at a festival or gig, a spin class or relaxing with a good book.
I am a diploma qualified financial planner and my qualifications are:
- IFS Diploma for Financial Advisers
- Certificate in Long Term Care Planning
We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. If you require assistance with these areas contact us today.
We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view the Financial Services Register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482
You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can also check my qualifications and credentials by visiting the Personal Finance Society’s website.
How I can help you
- Diploma Qualified Financial Planner
- I can help you achieve financial independence through cashflow modelling
- Advice in all aspects of financial and strategic planning
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.