I provide tailored, independent financial advice across a variety of areas including pensions and retirement planning, investment management and protection. All advice areas are underpinned by a holistic financial plan built using cash flow modelling; this forms the core of any client relationship, subsequent advice and ongoing review, and is key to ensuring clients’ positions are fully understood before determining suitable solutions.
I started my career in financial services in 2014 upon graduating from the University of Manchester having read Mathematics with French. I spent several years in a technical role before moving back home to London and joining TPO in September 2018, where I have worked in both technical and client-facing roles. I am a Chartered Financial Planner and Fellow of the Personal Finance Society.
What drives me?
Seeing the difference that sound, independent financial advice can make to clients’ lifestyles and futures. There is nothing better than solving problems clients present to us and working with them as they progress through their financial plans and achieve their aspirations.
Outside of work, I am a keen sports fan and participant; you will likely catch me on a cycle or playing netball for a local social league.
I am a qualified financial planner and am qualified in;
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Financial Services (general route)
- Certificate in Pension Transfer advice
- Certificate in Life and Pensions
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
- I use cashflow planning to help create a financial plan which is truly individual to a clients needs.
- I have a passion for pension planning and helping people plan for their retirement.
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.