I am a Financial Adviser in Whitehaven, committed to helping you achieve your financial goals with truly independent, tailored advice. My mission is to provide clear, personalised financial guidance that empowers you to make informed decisions about your future.

Passionate about simplifying complex financial matters, I work closely with clients to create bespoke strategies for retirement planning, investment management, and comprehensive wealth planning. Whether you’re looking to grow, protect, or pass on your wealth, I’m here to guide you with confidence.

As a Financial Adviser in Whitehaven, I offer a modern, seamless approach to financial planning through Truly Private Clients, ensuring you receive expert advice tailored to your unique circumstances. Find out more about Truly Private Clients here.

I operate under the regulations of the Financial Conduct Authority (FCA). This ensures that all advice is professional, ethical, and always tailored to your best interests. My approach is fully transparent, so you can trust that everything is clear and straightforward. I also offer a clear pricing structure, and you can use the Fee Calculator to estimate costs based on your specific needs.

Book a Free Consultation

If you’re ready to take control of your financial future, get in touch to book a free consultation. This can take place in person (if location allows) or digitally via Teams or phone—whichever works best for you.