Working within the financial planning profession since graduating university in 1999, I started out in a technical role analysing pensions. After many years and after taking on many different roles, I found myself as the practice manager at an established financial planning firm, responsible for all day-to-day operations.
After many years of study, I was proud to achieve the coveted ‘Chartered Financial Planner’ status in 2013, putting me amongst the leading financial planners in the country.
I co-founded NorthStar in 2015 with a commitment to providing an entirely new level of service to clients.
At NorthStar, I head up our financial planning team and am passionate about building client rapport and developing long-term relationships. My aim has always been to help our clients better understand their financial position and empower them to live better lives. As well as my planning role, I also heads up the compliance and technical departments.