Our team works together to deliver holistic financial planning advice to our clients with an emphasis on retirement, investment and estate planning. As a planner, my role is all about our clients: taking the time to understand your lifestyle, your family and what makes you excited to get up and take part in life each day. By starting with a clean slate, I can understand what is important to you and how you want to live ‘One Day’, what are your hopes and dreams for the future. We can build your financial plan so that your ‘One Day’ becomes ‘Today’, helping you to make those hopes and dreams into a reality.
I have worked in financial services since 2009. I enjoy being able to help others achieve financial wellbeing; identifying how they wish to use their money in order to enjoy their desired lifestyle - and then implementing a plan to achieve this. I am a Fellow member of the Personal Finance Society (PFS) and hold the Chartered Financial Planning qualification.
Outside of work I enjoy spending time with my family, swimming, exploring the countryside, and learning new cooking techniques.
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Hunting down bargains in antique stores in and around the beautiful Vale of Evesham.
Investec Financial Planners are able to work closely with the Investment Management team using our combined skills to produce a high quality, bespoke plan for our clients.