With over 30 years of experience in wealth management, I am dedicated to delivering bespoke financial strategies that empower business owners, corporate executives, and multi-generational families to secure their financial futures. I specialise in creating customised financial plans that reflect your unique aspirations, helping ensure that you and your family can thrive both now and in the years to come.
I take pride in helping clients navigate complex financial landscapes, offering expert guidance on investment planning, personal protection, estate planning, and retirement strategies. My approach is grounded in a deep understanding of your goals and challenges, crafting tailored solutions that align with your values and long-term vision.
As a finalist for Wealth Manager of the Year in both 2019 and 2020, I am recognised for my commitment to excellence and integrity in the financial services industry. Beyond my work with clients, I was also a founding member of an organisation focused on driving the economic advancement of women globally, empowering and equipping women with the support and knowledge needed to prosper in all areas of life.
At every stage of life, I am here to provide you with the financial clarity, wisdom, and peace of mind needed to build a solid foundation for your future. Whether you’re planning for retirement, growing your business, or preserving wealth for future generations, my team and I work tirelessly to ensure that you have the tools and strategies needed to achieve your financial goals.
In my personal time, I enjoy spending quality moments with family and friends, traveling, and pursuing my newfound passion for fitness.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.