About Me

As a financial coach, I know that my enthusiasm can be a catalyst for change in my clients' lives. I embrace the opportunity to educate and empower individuals on their journey toward financial freedom. Passion for helping others, inspires them to take control of their finances, make informed decisions, and ultimately achieve their goals. I believe that every piece of knowledge I share brings someone one step closer to a brighter financial future!

My Background

After obtaining my law degree, I transitioned into the financial services industry 14 years ago, bringing with me a deep understanding of legal frameworks that complement my financial expertise. This unique background allows me to approach financial planning with both precision and perspective.

My practice is built on three core principles: ethics, transparency, and personalization. I believe that financial advice should be guided by unwavering ethical standards, with clear and understandable fee structures, and tailored specifically to each client's unique circumstances and goals.

The various professional accreditations I've earned over the years reflect my commitment to excellence and continuous learning in this ever-evolving field. These credentials aren't just certificates on my wall—they represent the knowledge and expertise I bring to every client relationship.

I'm passionate about making financial planning accessible to everyone, regardless of their current financial situation. Too often, quality financial advice seems reserved for the wealthy, but I believe everyone deserves guidance on their journey to financial well-being. This belief drives me to communicate complex concepts in straightforward, jargon-free language.

My approach is intensely personal. I take the time to understand not just your numbers, but your values, goals, and concerns. By building these meaningful relationships, I can create financial strategies that truly reflect what matters most to you.

Whether you're planning for retirement, managing an inheritance, or simply trying to gain control of your day-to-day finances, I'm here to provide the thoughtful, ethical, and transparent guidance you deserve.

Who I Help

Through the various licenses under which I operate, I am able to help people across multiple jurisdictions.

My core niches are (UK) pension transfers, Investments, ISAs (UK) and offshore pensions. I have many clients in the oil and gas industry and am familiar with the unique pension schemes they may have.

How I Do It

I strongly believe that financial planning is merely the means. The departure point must always be the "why" - your own personal objectives.

Once these have been established, I explore and recommend the best available solution so that your personal goals can be achieved.

What's in It for You

The biggest advantage you will get, irrespective of where you are in your financial planning journey, is peace of mind.

I will ensure that all of your available tax reliefs are utilised to the maximum so that you are not wasting unnecessary funds on taxation.

If you want a financial advisor who has a fiduciary relationship to you, my client; rather than to any institution - then there is a definite match for us to work together.