I primarily work with busy city professionals who are very clear about their career path, but less so about their personal finance journey.
By getting to know the individual and understanding what is important to them, I help transfer personal goals and objectives into a simple-to-understand financial plan. Having started my career in financial planning in 2000, I then joined John in the Partnership in 2007.
I value the trust clients place in my advice. I like to focus on building relationships with clients, leading to long term partnerships. Through this relationship we can ensure that we navigate the twists and turns of life, ensuring your financial plans travel with you.
I also use the technical knowledge I’ve gained from becoming a Chartered Financial Planner to provide holistic advice on all areas including investment planning, retirement planning and protecting assets.
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