I advise private clients on key aspects of investment, financial and retirement planning. I focus my client engagements on truly understanding on what matters to you, and ultimately, ensuring that my advice can enable you to live a more financially fulfilling life.
I care strongly about the relationships that I develop, and that they are driven by trust, empathy, and doing the right thing.
Originally from Newcastle upon Tyne, I joined The Private Office as a graduate trainee in October 2018. Prior to that I read Economics at The University of Leeds, graduating with a first-class degree in the summer of that same year.
What drives me?
I really love what I do, because I have the opportunity to help people live more financial fulfilling lives. I’m always trying to develop and broaden my knowledge of advice to ensure that I’m consistently delivering the most suitable advice for my clients.
Outside of work you’ll find me either attempting to hit a golf ball into a hole, tearing my hair out supporting Newcastle United, or simply spending time with friends and family over good food and drink.
- Diploma in Regulated Financial Planning
- 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 can I help you?
- I am an advocate of cash flow modelling to help create a detailed, individual financial plan.
- A Diploma Qualified Financial Planner
- Focus on truly understanding a clients needs and what matters to them as an individual.
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.