After graduating from Leeds University, my career was based in Leeds and Harrogate working for both national and regional independent advisers. Previously, my role in Thomson Hayton Winkley allowed me to capitalise on this experience and to relocate to the region I grew up in.
As a Chartered Financial Planner, I specialise in the provision of bespoke independent financial advice for private individuals, business owners and trustees with a particular focus on portfolio management and retirement planning.
I enjoy working closely with clients’ professional advisers to ensure all planning and advice is fully coordinated. I strongly believe in working in a client’s best interests at all times and that advice should be unbiased and recognise the individuality of each situation.
Outside of work, I enjoy spending time with my family and am a keen golfer and mountain biker.