I joined Deben Private Wealth as a Paraplanner in 2018, aged 21. Soon realising the financial industry was something I loved being a part of, I put my self forward for the St. James's Place Financial Adviser Academy in 2019, where I gained all the necessary skills and qualifications needed to join Deben Private Wealth as the third client facing partner. 

I work with my clients to develop and implement plans that will help achieve their individual financial goals and aspirations. It's never too early or too late to start managing your finances therefore, whilst concentrating on servicing existing clients I’m also passionate about and interested in helping the younger generation plan their finances, opening up a world that I know can appear complicated or 'not for me', by making it enjoyable and simple to understand.

As the needs of my clients are naturally varied, I can help with all aspects of mainstream financial planning. If there is an area I am unfamiliar with, I have the luxury of being able to fall back on the combined 36 + years of experience held between my Partners within Deben Private Wealth as well as the support offered by St. James's Place.

In addition to supporting my clients, I oversee the operations of Deben Private Wealth and provide guidance and support to ensure we deliver an exceptional client experience. I work closely with our wonderful team, whose collaboration is essential in putting the client at the centre of everything we do.

I live locally with my partner Shawn and our French bulldog, Agnes, who loves long Costal walks. When we are not working, the three of us spend our time socialising with family and friends. Shawn and I also like to get away whenever possible – The North Coast 500 is next on our list!