About Beyond Wealth
Meet our Team
Financial planning is not a one time event. It is an ongoing journey, and our team is here to support you at every stage. As your life evolves, we continue to adapt your plan, ensuring it remains aligned with what matters most.
Because your wealth has a story, and our role is to help you shape it with care, clarity, and trust.
Our Beyond Wealth Team
I am a financial planner with over 20 years’ experience in finance and business.
I work with clients of all backgrounds who are looking for a structured approach to growing and protecting their wealth. My work centres on holistic financial planning - bringing together investment planning, tax efficiency and long-term cashflow modelling to create clear, personalised plans.
Having spent the initial part of my career as a Chartered Accountant working at investment firms such as Aviva Investors and Brookfield, I bring a wealth of technical knowledge and strategic insight to your financial planning.
If you're looking for a trusted professional to build your financial plan, do get in touch.
Having completed my Level 4 qualifications in 2020, I have developed experience across a range of areas supporting financial advisers. This has enabled me to build a strong understanding of best practice, maintain up to date technical knowledge, and contribute to ensuring that the advice provided to clients is appropriate, compliant, and of a consistently high standard.
Prior to working in financial advisory services, I worked as a teacher. It was during this time that I developed a genuine passion for supporting individuals and helping them work towards a positive future. This foundation continues to shape my approach today, allowing me to bring a thoughtful, people focused perspective to my work.
I look forward to supporting you and playing a part in helping you achieve your long term financial goals.
I began my career in financial services at a Sheffield based advice practice before moving into a marketing role, where I was responsible for supporting client communications, developing messaging, and helping to ensure that complex financial information was presented in a clear and accessible way. This experience strengthened my ability to understand client needs, communicate effectively, and appreciate the importance of consistency and clarity in building trust.
I then went on to work as a lead administrator on a project in partnership with the Cabinet Office.
This combined experience has given me a strong understanding of the importance of clear, timely communication and the support required to ensure clients receive appropriate advice throughout their lives and beyond.
I look forward to working with you and supporting you in achieving your financial goals.