I’m based at our Cromer office here in Norfolk, and I’ve been helping people make confident financial decisions since 1999.

Over the years, I’ve worked with individuals, families, trusts, charities, and businesses, supporting them through the highs of market growth and the challenges of more volatile times. That experience has taught me that good planning and clear advice make all the difference.

When we work together, it starts with you, your goals, where you are now, and where you want to be. From there, I’ll create a practical, tailored plan and take time to explain everything clearly, including the benefits and risks, and answer any questions you have, so you feel confident about the path ahead.

I like to take a holistic approach to financial planning, making sure your money is invested tax-efficiently while taking advantage of opportunities for growth. At the same time, I’ll support you in other important areas, like retirement planning and inheritance tax strategies. For businesses, my focus is on delivering real value from your pension scheme and making the most of other employee benefits.

I’m passionate about the positive impact that financial planning can have on your life and future. To ensure I give you best advice, I’m also happy to work alongside you other trusted professionals, such as your bank, solicitor, or accountant, to make sure everything fits together seamlessly. Several local professionals already recommend me to their clients, and I value those relationships highly.

Outside of work, you’ll often find me sailing competitively with my family. I believe in leaving things better than we found them, which is why I’ve volunteered with Cromer RNLI, local sailing clubs, and other charities over the years.