I have been working in financial planning since 2000 and at HFMC Wealth since 2014. I am a Senior Technical Consultant, Chartered Financial Planner and a Fellow of the Personal Finance Society and was a nominated finalist for the annual PFS industry ‘Paraplanner of the Year’ award in 2017.
Working alongside Marcus Carlton, I share his passion for helping people achieve those things most important to them. I love to get to know our clients on a deeper level, understand their values and really know what motivates and drives them.
Taking the time to discuss their goals, things which may require time and money to achieve, helps us to develop a lifetime strategic plan for them to follow. This plan is then regularly reviewed by us to ensure that any changes or preferences to a client’s life are accommodated. This keeps them and their goals on track and beneficially provides peace of mind.
Giving a client time and space to concentrate on their lives, their family or their business, and allowing them the opportunity to have complete clarity and total confidence that their financial world is being looked after is the most rewarding part of my role.
Outside of work I am a lifelong squash player, playing at both county and club level.