What Makes Me Different
At its heart, that's what I do - help people find clarity, confidence, and peace of mind around their finances.
My comprehensive service combines proven planning strategies designed to enhance your financial wellbeing and improve your relationship with money - so you can focus on living the life you want, not worrying about how to fund it.
While we work together, I provide the perspective and guidance you need to stay on track, whatever life brings. The approach I use is called Lifestyle Wealth Planning & Advice.
This approach connects your wealth directly to your ability to maintain your current and desired future lifestyle by helping you:
1. Identify your current lifestyle or, more commonly, a desired future lifestyle.
2. Create and monitor a plan to ensure you have enough to fund that lifestyle for life.
3. Select the right financial tools - such as pensions, ISAs, and other products - to support that plan along the way.
This is financial planning - done properly.
Online & Local
I offer local face-to-face meetings, but many clients now prefer the convenience of video calls via Zoom or Microsoft Teams.
History
What did you want to be when you grew up?
I always wanted to be a financial adviser - yes, really.
I began my career in financial services in 2001 and worked my way through almost every part of the profession: administration, underwriting, compliance, training, and finally advising clients across both banks and independent firms.
After a break from the industry, I founded Ironbridge Financial Services in 2019. Building a firm from the ground up has allowed me to put everything I’ve learned into practice - creating a business that helps people make sense of their wealth and make smarter money decisions with confidence.
My curiosity about how best to help people manage their money has led me to seek out and learn from world-class mentors, financial professionals, and service providers. Their insight - combined with my own experience - continues to shape how I deliver what I believe is proper financial planning.
A bit about
products
I'm fully independent, qualified and authorised, with appropriate professional indemnity cover, to provide advice on pensions, investments, commercial finance, mortgages and a range of insurances. All to help build lasting financial security for you, your family, and your business.
When it comes to products, my focus is on helping you understand that each one is functional - how it works, what it's for, and how it supports your plan. Every recommendation is made for a clear purpose, not sold for commission or because "it seems like a good idea at the time."
Where additional expertise is needed, I work closely with trusted professionals in areas such as wills and estate planning, equity release, health & wellbeing, tax advice, and accountancy, to ensure your planning remains joined-up and complete.
Most Financial Advisers
Most financial advisers mean well - but many take on too many clients to look after them properly.
Their focus often drifts toward growth: more clients, more client money to manage, more revenue. And when that happens, service slips, and the ongoing planning their clients deserve (and pay for) takes a back seat.
For me, value isn’t about how many clients you have, how much money you manage, or how many certificates hang on the wall. It’s about the clarity, confidence, and peace of mind my clients feel every day.
If your adviser talks more about numbers than your life - or if you hardly hear from them at all - it might be time for a second opinion.