I am a Financial Adviser at KMC Wealth Management. I help individuals, families and business owners make confident decisions about their financial future. I work with clients at different stages of life, whether they're building wealth, preparing for retirement, looking to protect their family or simply want more clarity around their finances.
I worked as a Paraplanner at KMC Wealth Management, gaining hands-on experience in preparing financial plans, researching solutions and supporting advisers in delivering advice to clients.
I completed the St. James's Place Financial Adviser Academy in 2026 and took the next step into an adviser role.
I provide advice across:
- Retirement & Pension planning
- Investment planning
- Protection planning
- Mortgage advice
- Tax-efficient planning
- Long-term financial planning
I work with clients at different stages of life, whether they're building wealth, preparing for retirement, looking to protect their family or simply want more clarity around their finances.
My approach is simple: listen first, understand what you're trying to achieve, and then build a plan around you.
I'm passionate about building long-term relationships with clients and being someone they can rely on as their financial circumstances and goals evolve.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.