I have spent 15 years as an adviser both Independently and as part of Nationwide Building Society. In 2020 I chose to join Bridges & Co following my completion of the Level 6 Advanced Diploma in Financial Advice and, in recognition of this and my industry experience, becoming a Chartered Associate of the London Institute of Banking & Finance. As a professional adviser in wealth management I have always prided myself in continuously advancing my technical knowledge and suitably applying this for the benefit of my clients. This has helped me be considered a trusted adviser during all stages of a client’s life from those looking to protect and build their finances to those looking to enjoy their retired years and specialising in helping clients to efficiently plan their legacy through estate planning and inheritance tax advice.

I believe working together with my clients to understand their preferences in life enables me to tailor holistic advice to them and their family, helping them to shape their financial resources to best meet their needs now and in the future.

Outside of work, I enjoy spending days off with my family, I am a keen traveller, having spent time working in Asia and I am learning to speak Japanese.