In 2013 I joined Les Roches International School in Switzerland and spent the next 3 years studying towards my degree in hospitality and event management. This involved working in both the UK and Europe. In 2017, I joined the St. James's Place Financial Adviser Academy as the starting point in building my career as an adviser, and in October 2018 successfully graduated from the academy and achieved my level 4 Diploma in Regulated Financial Planning.

Having initially focused on advising and servicing the existing clients of Chewton I have now developed my own significant client base. My clients are therefore across the broad spectrum of ages and wealth.

A key component of the planning work I carry out for clients is bespoke cash flow modelling using a highly sophisticated and bespoke modelling tool. This has proven to be game changing for clients really being able to understand and appreciate the “how” and the “what” to achieve their objectives. With recent budget changes the need to focus on Tax, Inheritance Tax and sound Investment planning has never been greater. I am also currently studying towards my Chartered status.