My career in financial services began in 2014 when I joined MHA Moore and Smalley. I qualified as a Chartered Financial Planner with the Personal Finance Society in 2019. Through client facing, technical and investment oversight roles, I have developed a diverse set of skills in all the areas that make a good financial planner.
I provide holistic financial planning advice to those who need help, which includes individuals, high-net-worth families, pension schemes, trusts, charities and companies. Areas of advice that I predominantly cover are retirement and tax planning, estate planning, trusts, investments and insurance.
On weekends, you can typically find me playing a game of cricket at my local club.