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What do you do?

My passion is working with people, helping them to understand how to achieve what they want in the future. Once you truly understand this, then the fun starts.

I want to ensure that my clients have the appropriate financial framework to support their lifestyle, without too many nasty surprises.

Why do you do it?

Getting this right enables people to do the things they really want to do.  Financial wellbeing is essential for our happiness, so we shouldn’t leave it to chance.

What’s on top of your bucket list?

I’ll start with climbing Mont Blanc and then head to Nepal.