Having worked in Financial Services since 2007, I have enjoyed advising lots of different clients with unique aspirations. No two cases have ever been the same and the importance of treating each client individually is vital. 

I am committed to looking at the 'big picture' so that decisions we make together about your finances complement each other. I can advise you on saving for your future, investing for income, reviewing old pensions, setting up new pensions, tax planning and passing on your wealth to the next generation. 

Keeping it simple in the complex and ever changing landscape starts with an open conversation about your future, any plans you already have and filling any gaps we find and making the most of what you have.   

When I'm not busy helping my clients, I'm enjoying being a mum of 2 amazing daughters, reading good books (all recommendations welcome!) and baking delicious treats (mainly enjoyed by Tarnia!).

Tax Planning & Estate Planning are not regulated by the Financial Conduct Authority



I really enjoy working with people that have similar values to us. We are transparent, down to earth, and straight forward in the way we work with our clients, and our firm has a big community focus. I enjoy helping people meet their financial goals, through collaborative conversations.

I love making future plans with our clients and making sure their finances match their goals, but I am also keen to ensure that that future is protected should anything unplanned happen like illness, injury, or death.

My favourite part of my job is that I love getting to know our clients, and we aim to create long lasting relationships, in order that our clients feel comfortable picking up the phone and asking questions of us.

When picking an adviser, I always say that you should pick one that you like spending time with, life is too short for boring, jargon filled meetings. Financial Planning is about people, and aspirations; and we love being a part of that.

When I am not working, I love enjoying our beautiful coastline with Annabel and the children, reading, and watching the mighty Morecambe FC play football.

My main focus is looking after the smooth running of the office and looking after our clients.

It is really important to us that we provide a fantastic service, and deliver what we say we are going to.

I am a very friendly and approachable person, and when it comes to getting the job done, I get the job done!

In my free time I enjoy long walks in the sunshine, gardening, all things Pokémon and everything Britney Spears.