Bringing clarity to complex financial decisions
Helping individuals, families, and business owners across Devon and Cornwall navigate their unique financial journeys, ensuring your wealth works for you now and in the future.
Why I’m passionate about helping you
I’m an award-winning independent financial planner based in the beautiful village of Exminster in Devon. I have more than 30 years of experience helping people, particularly vulnerable women and the elderly, take control of their wealth.
My extensive experience in financial services, combined with my own personal journey, allows me to see money and life through a unique lens. Most importantly, I provide a lifelong service, not a product.
Let’s talk about your financial story
Your story is unique. Therefore, I must understand your journey – how you’ve arrived at where you are today and where you want to go before we begin to talk numbers.
Whether you’re looking to rebuild your retirement savings after a career break, protect your business from unexpected events, or seek long-term guidance on your savings and investments, I’m here to support you every step of the way.
VouchedFor is the UK’s leading review website for financial advisers, I take great pride in the glowing reviews I’ve received from my clients, which you can read by clicking on the VouchedFor logo here.