I am a Level 6 qualified Chartered Financial Planner and Chartered Wealth Manager (Ch.FCSI) with extensive experience in financial planning, investments, and wealth management both in the UK and internationally. Over the course of my career, I have advised a diverse range of clients — from professionals in the technology sector to high-net-worth families — helping them structure, grow, and protect their wealth with clarity and confidence.
My professional background spans regulated roles in both the UK and U.S., as well as earlier experience in real estate investment and portfolio management. This blend of expertise has given me a broad understanding of how global markets, tax systems, and regulatory frameworks interact — enabling me to deliver bespoke financial strategies that meet the needs of internationally mobile clients and families with complex, cross-border circumstances.
As a Private Client Manager on the Service Desk, my role is centred on continuity, care, and personal service. I work closely with clients to review financial strategies, coordinate with providers and trustees, and ensure their long-term plans remain aligned with their goals. What drives me most is helping people achieve financial clarity — giving them the confidence that their wealth, family, and future are protected.