I am a lover of sport & fitness; having completed the London Marathon twice I now enjoy ‘competing’ in triathlons. Living in the Surrey Hills provides a perfect location to train as well as being a beautiful area to walk in.
We love to travel, particularly to the Far East where we find the geography, culture and cuisine makes the region an irresistable destination. I was also fortunate enough to spend a year after my A-levels teaching in a school in Cape Town which was truely the best year of my life and is, without doubt, my favourite place in the world.
That said, having grown up in Devon, attended university in Birmingham, lived in London, proposed in Scotland and married in the Lake District I am also passionate about the diversity that the UK has to offer.
Our Financial Planning goals are centred around paying off our mortgage as soon as possible and starting a family. Early retirement so that we can see more of the world (and the UK!) is a longer term objective. Visiting the winelands of New Zealand is a dream that may have to wait until then.
I am proud to be one of an exclusive group of advisers to be both a Chartered Financial Planner and Certified Financial PlannerCM certificant.
Prior to becoming a Financial Planner I was employed as an Account Manager for Standard Life ; based in both their London City office and more recently their Surrey office.
I decided to become a Financial Planner because I feel that helping clients achieve their goals is a more rewarding job to do.
I am a graduate of Aston University where I hold an honours degree in Managerial and Administrative Studies. I also hold the Advanced Diploma in Financial Planning from the Chartered Insurance Institute.
My areas of expertise include pension funding, retirement options, Financial Planning, investment planning, personal protection and trustee investment. I also hold the specialist care fees planning qualification, CF8.
I was proud to be the winner of the Best Newcomer award at the FT New Breed Adviser Awards 2009.
-Chartered Financial Planner
-Certified Financial PlannerCM certificant
-CII Advanced Diploma in Financial Planning
-CF8 Long Term Care Insurance
-Honours degree in Managerial and Administrative Studies
-Associate of the Personal Finance Society