Financial planning for business owners, founders and families preparing for the next chapter.

I’m currently training with St. James’s Place and working towards becoming a qualified wealth manager in Q1 2027.Before moving into financial planning, I built and sold my own business, giving me first-hand experience of the decisions, emotions and opportunities that come with a capital event.My aim is to work with business owners, entrepreneurs and families who want calm, long-term financial planning around:>> Business exits
>> Capital events
>> Tax-efficient planning
>> Retirement planning
>> Investing for the future
>> Protecting family wealth
>> Creating a clear plan after selling a business
>> Preserving wealth for future generationsI’ve also written practical guides on investing and portfolio income strategies for private retail investors.

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I’m not yet advising clients independently, but I’m building relationships with business owners and professionals ahead of qualification.

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Serving Hull, Beverley, Cottingham, Hessle, Anlaby & East Yorkshire.