About Me
I am a financial-planning professional with advisory experience across pensions, investments, mortgages and wealth management. I hold Level 4 CII qualifications and am progressing toward Chartered status. I have worked in both adviser-facing and paraplanning-style roles, conducting fact-finds, producing cashflow models, reviewing portfolios and helping clients make clear, informed decisions.
I also have a strong interest in fintech and applied AI, completing the Oxford Artificial Intelligence Programme and building small workflow experiments that improve clarity, reduce friction and create more modern digital-first client experiences. My work blends deep financial expertise with practical, technology-aware problem-solving.