My Approach to Financial Planning I am an experienced and dedicated Financial Planner who joined EQ Investors in 2023. With over 16 years in Financial Services—and a specialist focus on comprehensive financial planning since 2019—I truly enjoy helping my clients navigate their financial future. My planning approach isn't just about spreadsheets; it's about building a clear road map. I use sophisticated cash flow modelling software to stress-test your goals, allowing you to clearly see your financial future and plan with confidence. A key priority for me is ensuring you’re maximising every available opportunity, utilising tax reliefs and allowances to make your wealth work as hard as possible. You will always know exactly where you stand with me. I commit to presenting all advice with complete clarity, breaking down complex details, outlining all your options, and fully explaining recommended solutions. My goal is to ensure you feel completely informed and empowered to make sound financial decisions. Qualifications and Background I hold the Diploma in Regulated Financial Planning, along with certificates in Discretionary Investment Management and Securities Advice & Dealing. I am currently working toward my Chartered Financial Planner status. My foundation is built on a strong mathematical background, having studied Mathematics with Actuarial Science at the University of Southampton. Outside the Office Away from the office, I enjoy an active life, including cycling and travel. I'm a keen board game enthusiast and you can often find me cheering on Chelsea.