I am a financial adviser in London and provide holistic financial planning to a range of private clients in the area. I aim to provide a fresh approach to financial planning, starting with an individual's goals. Using these goals I then help them achieve financial independence.
I advise in the areas of pension and retirement planning, investment advice and cashflow forecasting. I bring years of experience to my current role having worked in financial planning since 2015, following completion of a masters in Investment Management.
My previous roles have included working for a notable pension and investment provider as well as a large UK advisory network.
What drives me?
I am proud to work as part of a dynamic and experienced team at The Private Office, looking to modern financial planning and technology to enhance the client experience.
I am also a keen musician, having played violin from the age of three, and have picked up a number of other instruments over the years (some played less elegantly than others).
- Diploma in Regulated Financial 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 can I help you?
- Cashflow planning advice that truly brings the future to life for clients, allowing for a solid base to drive financial planning.
- Pension and investment expertise, with a desire to help people achieve financial independence.
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.