My role
I am part of the Supervisory team within Financial Planning; I specialise in compliance and am primarily based across our Great Yarmouth and Norwich offices.
With 20 years’ experience in the financial services industry, I have developed an in-depth knowledge and expertise of the sector, enabling me to support both the firm and Financial Planning team in delivering the best outcomes for our clients.
I am currently working towards ‘Chartered’ status to further strengthen my technical knowledge and enhance the client experience.
Key responsibilities
Longstanding member of our Investment committee
Active member of our Compliance committee
Conduct routine case sampling to uphold our standards and ensure alignment with the FCA’s Consumer Duty outcomes
Provide technical expertise to ensure client objectives are fulfilled.
About me
Outside of the office, I enjoy dining out, tuning into Sports, and spending time with family and friends.
Latest Articles

Are you aware of where all your pensions are?
Now the dust has settled on the Autumn Budget, we wanted to turn our attention to pensions and put to you - ‘do you know where all of your pensions are?’. If the answer to this question is no – it is never too late for a pension cleanse!

The Bank of England has cut the base rate from 5.25% to 5%
The Bank of England (BoE) cut interest rates from a 16-year high on Thursday 01 August, after a narrow vote in favour from policymakers divided over whether inflation pressures had eased sufficiently enough.

Is it too early/late to start investing in a pension?
For some, retirement might feel miles off, but the sooner you can start saving for it, the better.

What is an Exchange Traded Fund (ETF)?
Diversification is of paramount importance in investment success, and one way to achieve it is by buying ‘Exchange Traded Funds’, or ETFs

What is pension tax relief?
Pension tax relief can seem like an alien concept, but it pays to understand what it is and how you can make the most of it, up to certain limits.

Changes to pension access
Under the current ‘pension freedom’ rules, individuals over the age of 55 can access their pensions - how and when they choose to do so; however, the government has recently confirmed that this is set to rise to age 57, by 2028.

Introduction to active and passive investment management
A tracker fund is a simple way of investing your money in company shares, bonds, and other assets.