About me
I provide financial planning advice to wide range of private individuals, primarily in relation to their pension and retirement goals, investments, inheritance tax mitigation and succession planning. In addition to advising clients, I also lead the financial planning team in Leeds, supporting them wherever necessary and ensuring a consistent level of service is provided to all our clients.
Background/Experience
I entered financial services within a year of leaving university in 2000. I began my career with a national independent advising firm and remained in this role until 2004, before leaving to work with a small firm of financial advisers who specialised in providing pension and investment advice to high net worth individuals. I joined Investec (then Rensburg Sheppards) in 2006, initially as technical support to the Head of financial planning, before joining the Leeds financial planning team where I am a qualified Chartered Financial Planner.
My interests
Outside of work, I am kept busy by my two young daughters. When I have any free time, I enjoy going to the gym and socialising with family and friends.
My areas of expertise
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Helping private clients with your life goals and investment choices
I work closely with my colleagues in investment management. We are able to specialise in our in our individual areas that enables us to offer a comprehensive and joined up service to meet our clients investment and planning needs.