I've been working in Financial Services since 2000 and in that time my roles have primarily focused on ensuring clients achieve the best possible outcome to meet their objectives.

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I joined Grosvenor Consultancy Limited at the start of 2018, initially providing support to two other Advisers in the form of research, preparing recommendations and report writing, before moving into the role of Financial Adviser myself. 

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I've been advising clients since 2019 and really enjoy working with those who are planning for their retirement, or those already in retirement and wanting to look at how best to structure their income and make sure they can maintain their desired lifestyle. Estate Planning is another area I've been advising on for several years and has become more of a priority for many due to the changes announced in the Autumn 2024 Budget concerning pensions forming part of the estate for Inheritance Tax. 

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I'm constantly learning; something I feel is invaluable in an industry where rules and regulations change, new products come to the market and where some of the financial planning work I do is highly complex. 

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​Most people at some point in their lives require the advice and support of a Financial Adviser to steer them in the right direction, protect their loved ones and help them realise their lifetime goals. This is where I can help. 

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I believe in offering my clients a personal, quality service. Through regular meetings and telephone discussions I will get to know my clients, understand what their goals are and help them to achieve what they want from their money.