About you

Who do I work with?

I can safely say that I love what I do for a living. Helping clients is truly a privilege for me and I find this work incredibly fulfilling. With that being said, many of the people I work with have two things in common:

• They are over the age of 45
• They are close to retirement

How I help… Retirement planning

Clients often approach me as retirement nears, seeking a plan to sustain their lifestyle. After I’ve uncovered your goals, I can work on a plan to help you reach them.

How I help… Tax planning

This is something I can do for people, no matter what their age. I also understand the benefits of a joined-up approach so I can work closely with accountants and solicitors.

How I help… Estate planning

I provide essential guidance to individuals and families in structuring their assets and affairs to ensure smooth transitions for their loved ones in the future.

My role as a female financial planner

It may not surprise you to learn that just 16% of regulated financial advisers in the UK are women, according to the Financial Conduct Authority’s records. This statistic underscores the significance of my role as a female financial planner.

My mission is clear: to support and empower women across different life stages, including those navigating the complexities of divorce. Drawing from my personal journey through divorce, I bring first-hand understanding and empathy to guide others through similar challenges.