As a goals-based financial planner, I believe in providing individuals and families with practical financial options to help them make informed decisions. Working together, we then build robust and tailored financial plans designed to achieve individual goals. Everybody’s aspirations are unique, however common areas I work within are;
- Helping people explore semi or full retirement, answering the question of “When can I retire?”, and put plans in place so that funds do not run out
- Assisting home-movers and first-time buyers by arranging their mortgage for them
- Ensuring families are protected, secure, and prepared for the worst-case “what if” scenarios
- Advising individuals and families on investments, to help achieve financial wellbeing
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I achieved my full Diploma in Regulated Financial Planning and certificates in Mortgage Advice and Equity Release. I am continuing to study and enhance my knowledge to achieve the Chartered Financial Planner title. Additionally, I have a First Class Honours Degree in Economics. In 2019 I was delighted to accept a position at de Mellow & Co Wealth Management where I have worked within financial analysis and report writing before moving into an advisory role.
Outside of the office, I enjoy playing the piano and working on my powerlifting.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.