Why choose us
As you can see, I am not your usual Financial Planner. I won't just talk about markets, performance, returns... but also what really matters to you.
We’re Top-Rated
VouchedFor is the UK’s leading ratings service for financial and legal advisers. Being awarded Top-Rated status is, for me, the best possible accolade, as it’s based solely on client feedback.
I share your concerns
I too worry about climate change and the destruction of the planet and want my children and grandchildren to inherit a better and fairer world. I believe in being the change we want to see.
I am an ethical and sustainable investment specialist
My purpose is to help people “invest with intention” with a range of portfolios that give you the ultimate choice over which funds benefit from your investment.
An independent firm
As an independent financial planning firm, I am able to offer the best products available from the whole of the market to help you achieve your financial planning objectives without any conflict of interest.
I'm a female-finance specialist
I know that traditionally, finance hasn’t been the most inclusive space for women. I am a proud advocate of women in finance and talking to women about their finances, being a regular co-host of the Women and Money Café podcast which aims to educate and empower women to take control of their finances.
My personal approach
It’s all about your future – that makes it a very personal service that is offered. I enjoy building friendly, long-lasting and importantly – trusted – relationships with my clients and being there for you whenever you need me.
Hear it from my clients
There’s no better way to understand what I do and how I help our clients than to hear it from them directly.
There’s no better way to understand what I do and how I help our clients than to hear it from them directly.
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