About Me

I started our small family business in financial services in 2003 initially providing mortgage lending advice. In 2009 I had a call from a client, whose wife had just passed away three weeks after giving birth to their first child. My client was struggling to manage the mortgage that I had previously arranged for them. That phone call left me devastated. This experience made me realise that yes I was helping clients buy their homes, but was I really helping them over the long term? So in 2010 I made the decision to train as a financial adviser. Since then seeing the real positive difference I have made to my clients and their families means that my passion is now to help clients understand where they may be vulnerable to lifes uncertainties and to help them create a plan to build better financial freedom for their future.