Financial Planning is about working with families so they can focus on spending time on more important things in their life like spending time with their family. At the end of our lives we will remember the memories we won’t necessarily remember the money.

In 2020 my life changed significantly and I decided to accept an invitation to join St. James's Place. I can meet all your financial planning needs, whether this is to grow and manage your wealth or if you want to preserve and safeguard your wealth for retirement and provide a legacy to your family in the future.

I provide a face-to-face bespoke service. I believe in advising my clients like I would advise my own family. I have 17 year’s experience of working in the financial industry including Nationwide Building Society where I have been able to help my clients plan towards having the lifestyles they want without the financial worry.

The three stars on my logo represents my 3 children, my son and twin girls.

Financial Advice helps people so they don’t have to worry about their finances and can focus on spending more time with their families.

I’m also very passionate about Financial Education as I feel this should be included more in schools, further education and in the workplace. The better financial educated the better financial decisions people can make for the benefit of themselves and their families. I have been able to give Financial Education talks in colleges including East Norfolk Sixth Form College in Gorleston and Paston College in North Walsham in 2023.

85% of 17 and 18 year-olds worry about money or personal finances according to the London Institute of Banking & Finance. A chief cause of this is the lack of formal financial education children receive.

£202 Billion is the amount that could be added to the UK economy by 2050 if all children received financial education from an early age based on research by GoHenry ‘Financial education could double your child’s earning power’ November 2021.

£70,000 is the amount by which children who receive financial education from an early age are likely to be better off in retirement based on research by ‘GoHenry ‘Financial literacy for kids: why is it important?’ February 2023.

So not only is there a strong demand and need for good quality financial education. The gap is getting worse, not better.