About
I help you grow and protect your most important assets, and lead you on your journey to financial freedom.
What do I do?
Based in Poole, I enjoy and value relationships with clients all over the south-west. There’s nothing quite like the satisfaction of seeing my recommendations make a real difference in your life.
Attuned to your unique needs, I offer tailored solutions that address your challenges head-on. My work isn’t just about numbers; it’s about making a positive impact on you, your business, and your family.
Who am I?
I give personal attention to each client I serve. As an independent financial adviser, I’m supported by the seasoned experts at Corbel Partners, freeing me to devote my time to caring for clients.
I entered the financial services profession after a long and successful career in the IT industry, serving as the managing director of a number of businesses, so I understand the challenges faced by time-strapped individuals like yourself.
Why choose me?
Entrusting your finances to someone is no small feat. Rest assured, your financial wellbeing comes first, and I’ll keep you informed along the way and please feel able to ask questions, no matter how big or small.
My aim is to help you navigate your financial journey with confidence and peace of mind. I recognise that choosing a financial planner is a big decision, so I’m here to show you what sets me apart.