Chartered Financial Planner
What matters most to our team both at work and in personal time:
Professionally – helping guide clients through their retirement to help them achieve the retirement lifestyle they desire and providing our clients with the best service possible.
Personally – spending time with family and creating memories with them. I am also passionate about horse riding and two horses which keep me busy. When I am not competing with my horses, I love to travel to new countries to experience different cultures and cuisines.
I have been working in holistic financial planning and wealth management for 17 years, specialising in
- Protection planning
- Retirement planning
- Chartered Financial Planner
- Chartered Wealth Manager