I’m a Financial Planner with over 32 years’ experience in banking and financial planning, working with private clients to help them feel confident about their financial future.

Before joining Jones Regan in its first year operating in 2014, I spent almost two decades at Santander as a Client Relationship Manager, where I developed a strong foundation in building trusted, long-term client relationships. Since joining Jones Regan, I’ve continued to focus on supporting all my clients over the long term, including families, individuals and professional clients working in sport.

I take the time to understand each client’s personal circumstances and aspirations, providing tailored advice across investment planning, retirement planning, protection, and intergenerational and inheritance tax planning.

I hold a Level 4 Diploma in Financial Planning and am CeMAP qualified. My background in client relationship management shapes everything I do — from clear communication and personal service to keeping clients informed at every step. I believe strong relationships and trust are the foundation of good financial planning.