I enjoy building long-lasting relationships with my clients and witnessing how a detailed and proactive plan comes to fruition.
I am one of the founding Partners of the Penny Group. I joined the financial services industry immediately after graduating from Manchester University. I have accumulated over 14 years of experience and extensive knowledge in financial planning.
I am particularly interested in retirement planning and helping clients achieve their financial goals. I enjoy using cash flow modelling tools to help bring financial plans to life. I also enjoy helping my clients with various aspects of investment planning, especially in the estate planning space for older clients.
I take a lot of satisfaction from giving clients peace of mind as a result of ensuring that their affairs are in order. I will work tirelessly for clients and put them at the forefront of everything that I do.