Having read Law at university, I joined the industry as a Trainee Paraplanner and have since progressed to obtain Chartered Financial Planner status.
Within my role as an adviser at The Private Office, I advise personal clients and business owners on all aspects of their financial and strategic planning.
I work in collaboration with my clients to help them meet their financial goals.
As an adviser, my role is not only to provide the highest quality technical advice, it’s equally as important for me to ensure that you understand and are confident in, decisions made and actions taken.
What drives me?
I spent a period of my career working with the Citizen’s Advice, delivering one-to-one guidance to the general public on the 2015 legislative changes to pensions.
This experience honed my ability to relay complex technical information without the need for industry jargon and has driven me to ensure my approach to advising clients is always as clear and concise as possible.
I am a Chartered Financial Planner and my qualifications are:
- Advanced Diploma in Regulated Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Securities Advice and Dealing
- Certificate in Discretionary Investment Management
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 check their qualifications and credentials by visiting the Personal Finance Society’s website.
How I can help you
- Chartered Financial Planner
- Expert in cash flow forecasting
- Advise in all aspects of financial and strategic planning
I’ve been able to work closely with a bereaved client who had historically not been heavily involved in the family finances. After making sense of the structure of their investments and explaining this to them in as straightforward way, they now feel comfortable with their financial security and are confident in the ongoing support we offer.
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.