I take a genuine interest in my clients, their families and their businesses, providing them with trusted and guaranteed advice that can be relied upon.

The process starts with you. Having a good understanding of your goals and listening to any concerns, helps me to build a financial plan specific to your needs. This plan can help you create, protect and preserve wealth for your loved ones.

I work closely with other professionals such as Solicitors, Accountants and a number of providers and services connected to the Care Sector.

I have built my business on referrals from existing clients. Being able to refer friends, family and colleagues to a trusted professional is very important when it comes to financial matters.

I am a Chartered Financial Planner, having gained qualifications with the Chartered Insurance Institute and the London Institute of Banking & Finance over many years. I specialise in retirement planning and hold a number of specialist pension qualifications to help clients understand their provision.

I also specialise in Long Term Care planning where I can advise families who require comprehensive advice on the financial products available to assist in paying for Long Term Care. I have been a member of the Society of later life advisers for over 12 years, which is seen in the industry as the gold standard for Long Term Care advice. I also have extensive experience of adult social care, having had to deal with this personally and professionally.

Outside of work, I love spending time with my family and have four grandchildren who I adore. I enjoy reading, yoga, walking and cycling classes to try and keep fit. I also love music and organise the hymns at our local church, and I sing in a Ladies Barbershop chorus, based in Romily.

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at https://www.sjp.co.uk/products.