I have worked within the financial services industry since 2011, and have been at TPO since 2017. Prior to working as an adviser, I spent a number of years in a technical role, which has given me extensive exposure across the industry and has allowed me to approach strategies and plan considering a range of angles.
Alongside my degree and Diploma in Regulated Financial Planning, I also have certificates in both investment management and pension advice. I am passionate about providing well-rounded advice, which my range of qualifications allows me to do. All decisions I make are backed by a strong and unique financial plan based on my clients' finances.
What drives me?
I find it very rewarding to see the difference that financial advice can make in clients' lives. I, therefore, work with clients to ensure they understand what they are capable of achieving and how they can get there. In particular, providing clarity around complex strategies to put the client at ease that they are in safe hands.
There comes a high level of integrity with being a planning-led adviser - I take care in listening to what my client's priorities are, and provide realistic, but also tailored advice.
Within TPO, I enjoy mentoring my colleagues where I can. I am future-driven, meaning that it is important to me to see others succeed. I take great pride in helping future advisers develop their skills and technical knowledge, with the vision to better the business for years to come.
- BSc (Hons) Psychology – University of Manchester
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Award in Regulated Pension Transfer Advice
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
- Aim to provide tailored and meaningful independent financial advice to help clients reach their financial goals.
- Provide high-quality technical advice, using lifetime cash flow planning to inform decisions.
- Build long-term relationships with clients to support them through various financial complexities, with a strong focus and expertise in retirement 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.