I have worked in and around financial services for a number of years, initially in recruitment, where I worked with financial planners and other professionals to place them with leading advice businesses. During this period, i quickly realised that I saw a future as an adviser myself, so I went out and studied for the Diploma for Financial Advisers, sometime revising for exams on the bus to work. Fast forward some years later and I am able to apply that same passion for helping people to an incredible rewarding career in Wealth Management.

I Feel that my approach is very people based in that I try to understand my clients’ motivations and goals in depth, as well as their background and understanding of their finances. This makes coming up with a financial plan much easier as I am able to tailor all of my work for them, to their specific circumstances. There is no “one size fits all”.