Before joining The Private Office in 2018, I started my career in a local firm gaining experience in both accountancy and financial planning, before completing a degree in Finance and Accounting at Brunel University.
Since joining TPO, I have progressed quickly from working as part of the technical team through to a Partner and Adviser Manager within the business. Whilst working for TPO I have attained Charted Status and I have been nominated twice for New Model Adviser’s Top 35 Advisers under 35.
I have spent my career developing a comprehensive and broad range of experiences dealing with clients from all walks of life, ranging from entrepreneurs, business owners and city fund managers through to musicians, music managers, and television personalities.
As part of my role, I also manage a team of advisers, providing direct support and guidance.
What drives me?
As an advocate of lifestyle financial planning, I specialise in using financial forecasting to show clients what their wealth means both now and in the future.
Whether I am working with a new client or an existing client, I always look to build the foundations of a financial plan by utilising cash flow modelling.
This forms a strong foundation to create a clear, bespoke, and realistic financial planning strategy to enable clients to achieve their goals and objectives.
I help my clients enjoy the lifestyle that they desire with the safe knowledge that their financial independence can and has been achieved.
When I am not continuing my ongoing professional development, I enjoy seeing live music and watching the Exeter Chiefs Rugby Club. Aside from music and rugby, I enjoy travelling, reading, and keeping active.
I am a diploma qualified Financial Planner and my qualifications are:
- Chartered Financial Planner
- Advance Diploma in Regulated Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Pension Transfer Advice
- Award in Long Term Care 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 check their qualifications and credentials by visiting the Personal Finance Society’s website.
How I can help you
- Chartered Financial Planner
- Advise in cash flow modelling, empowering clients to take control of their financial future
- Proficient in dealing with high net worth clients who have a diverse range of financial requirements and problems
I work with and continue to work with an increasing number of those in the music and entertainment industry. The clients range from household names to high profile music managers, and television personalities.
These clients have unique and diverse requirements which, over the years, I have helped these clients find the right financial solutions to give them peace of mind.
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.