As a Financial Planner, I help individuals, families, and business owners make confident, informed decisions about their financial futures. I joined the firm in 2010, having worked in the financial services industry since 2006.

I believe in building long-lasting relationships based on trust, clarity, and genuine care. My approach is always client-first—whether I’m supporting someone through retirement planning, exploring investment strategies, or helping them navigate life’s major transitions. I aim to simplify complex decisions and provide peace of mind, so clients feel secure and supported at every stage of life.

My areas of expertise include investment planning, retirement strategies, estate planning, inheritance tax mitigation and both personal and business protection.

What I find most rewarding is helping people see the real difference that thoughtful, well-managed financial planning can make. Outside of work, I’m a proud husband and father. When I’m not deep in spreadsheets or strategy, you’ll likely find me out walking the dog, catching up on a good podcast, or spending quality time with family and friends.