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I am a Financial Planner at Firmitas Financial Services, qualified with a Level 4 Diploma in Financial Planning. I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that I am wholly committed to providing you with the best possible advice.
I am here to help my clients understand their life goals and aspirations and simplify the complexity of finance. I typically help my clients plan towards their financial goals and potential, whether that is personally or within a business.
My background also entails many years’ experiences in the retail banking sector within various management roles (Relationship/People).
In my spare time, my children and I can be found in the New Forest, enjoying a country walk or paddling at the beach on a paddleboard, followed by a delightful evening meal in a country pub or a visit to our local health club.
Firmitas Financial Services and St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the St. James’s Place Privacy Policy.