About
Helping individuals and families achieve financial confidence through practical guidance and education.
My Story
With years of experience in financial services, I've seen how the right guidance can transform lives. My journey began in the retail banking where I discovered the majority of people need more than just investment advice—there was the need to understand the basics of personal finance in order to place the building blocks of creating wealth. A comprehensive approach to money management was needed.
My mission is to make financial literacy accessible and actionable for everyone, regardless of their starting point to a higher level of financial excellence.
Today, I combine professional expertise with real-world experience to provide practical guidance that helps clients build confidence in managing their finances. Financial success isn't just about numbers—it's about aligning your money with your values and goals.
Qualifications
- Certificate of Financial Advisers - Financial Advice
- Professional certification providing comprehensive expertise in financial advice, planning strategies, and regulatory compliance for client advisory services.
- Certificate in Mortgage Advice & Practice
- Specialized qualification in mortgage advisory, covering lending criteria, affordability assessments, and helping clients navigate property finance options.
Financial Coaching and Financial Literacy Training
Money Adviser - The Money Advice Service
I worked as a Money Adviser with The Money Advice Service, providing unbiased financial advice to clients so that they can make informed choices regarding money management, debt management, savings, investments and benefits.
- Delivered money advisory services in groups and on a one to one basis
16 Years in Retail Banking
I worked in Retail Banking for 16 years and started giving talks on Financial matters to groups and organisations, sharing practical knowledge and helping people understand complex financial concepts in simple terms.
Core Values
- Education First
- Empowering you with knowledge and tools to make confident financial decisions independently.
- No Judgment
- A safe, supportive environment where you can openly discuss your financial situation.
- Personalized Approach
- Every program is tailored to match your specific needs, goals, and circumstances.
- Practical Results
- Focus on implementable strategies that produce real results in your financial life.
Let's Work Together
Ready to transform your financial future? Let's discuss how I can help.