Areas of expertise
My financial services career launched in the late 2000’s when I began working as an administrator, alongside completing my financial planning qualifications. I was then able to progress to be a Paraplanner for a national network of financial advisers in Leeds before ultimately becoming an Independent Financial Adviser. Since this, I have undertaken several exams over the years to expand my knowledge and advice for my clients.
Furthermore, I have been President of the Insurance Institute of York on more than one occasion including most recently in 2023.
I am here to help you achieve your financial goals and consider any gaps in your financial planning. This involves visiting a wide range of clients in and around the East Yorkshire, North Yorkshire and Lincolnshire areas.
When I am not working hard in the office, I can often be found at the gym, spending time in nature and practising my photography. I also enjoy spending time with family and travelling.
Financial qualifications & expertise qualifications & awards:
Financial advice is about so much more than money. To me it’s about helping my clients achieve the future they want for themselves and their families. Helping you realise financial security and put your hard-earned money to work is what drives me as a Sandringham Partner.
During my time as a financial adviser, I’m proud to have helped people from all walks of life. A common misconception is that advice is reserved for the wealthy, but you don’t have to have millions in the bank to benefit. I’ve helped people from diverse backgrounds and professions reach their goals. It’s a big part of why I love what I do.
Whether you’re just getting started or a seasoned investor – financial advice could help you get more from your money. I start by understanding your needs and financial ambitions – this might be working towards a particular goal, or helping loved ones down the line.
It’s important we consider things like your ability to make regular payments, any one-off investments you could make, your level of comfort regarding market volatility and risk and how long you’re looking to invest for. I can then recommend the investment products that I believe best match your aims and expectations.
Have you considered what you want your retirement to look like? Most people accept that it’s generally a good idea to save into a pension. But will it give you enough to live the life you want in retirement? The earlier you lay the groundwork, the better. Effective retirement planning could mean you’re financially better off and have more time to spend on the things you love.
It’s never too late to put plans in place or discuss your options. I can look at your situation and recommend which steps to take, based on where you are in life, to help make your income last in retirement.
We can’t predict what life has in store for us, for better or worse. But we can prepare ourselves. If you become unwell and can’t work, you may not be able to pay your bills and your family could be left in financial difficulty. I can help you create a protection plan that might include income protection, life cover and critical illness cover. Knowing you’ve taken out financial protection to take care of things could mean one less worry for you and your loved ones.
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Suite 15
The Media Centre
7 Northumberland Street
Huddersfield
HD1 1RL
Sandringham Financial Partners Ltd (‘Sandringham’) is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: Suite 15, The Media Centre, 7 Northumberland Street, Huddersfield, HD1 1RL. Registered in England and Wales No: 08022795. VAT Registered: 235 3237 81. Sandringham Financial Partners Ltd is a wholly owned subsidiary of M&G plc (Registered Number 11444019).
