My key focus is on business owners – the type of people I have profiled here. My extensive financial services experience, and own experience as a business owner, gives me a deep appreciation of the mindset of people in the same position. Like them, I’ve made the same emotional and financial investment into running a business I’ve built from scratch.
With deep coaching and holistic financial planning, I can empower you to live a better, happier, more fulfilled life. I hold both Chartered and Certified designations. These demonstrate my extensive skills and experience, as well as my ethical approach to financial planning.
I’m based in Gerrards Cross, Buckinghamshire and I work with clients right across the South East, including London and the Home Counties.