- Bristol Office
Can you describe your current role and responsibilities? I work closely with individuals and families to understand their goals, priorities and concerns, helping them make clear, confident financial decisions. I support people across the full financial planning journey, from initial fact-finding through to building and implementing tailored plans, ensuring advice remains aligned as circumstances change over time. I have a particular interest in cashflow forecasting, using it to bring future plans to life and show how different decisions may shape long-term outcomes.
What has been your journey so far? I started my career in education and spent over 15 years as a PE teacher, building strong relationships, supporting young people, and learning how to communicate clearly with people from all walks of life. Over time, I became increasingly interested in personal finance and the difference that good advice can make to individuals and families. This led me to retrain, became my own teacher and completed my qualifications, and have now transitioned into financial planning. I’m now bringing together my background in people focused work with a fresh career in financial advice.
What do you enjoy most about working in your field? For me it is about making something complex and daunting, into something straight forward and manageable, and then empowering people to make confident decisions. I really enjoy the variety as every client has a different story, different goals, and different challenges. Being able to listen, understand what really matters to them, and then shape advice that improves their life is incredibly rewarding. Plus, I love that the work is always evolving and there is always more to learn.
What’s a fun fact about you or an interesting hobby you enjoy? As an ex-PE teacher, I have tried to gain every coaching badge under the sun, I have qualifications in most main sports, along with Mountain Biking and Aquatics and am even a qualified Cycling Proficiency instructor. I spent 6 months travelling and teaching in South America and am now taking my own children on family adventures, but they wouldn’t try alligator burgers with me in Thailand!
