I am a Chartered Financial Planner and Fellow of the Chartered Insurance Institute with over six years of industry experience, having joined Partridge Muir & Warren to support clients with clear, strategic, and personalised financial planning. Before beginning my career in financial services, I studied Finance and Investment Management to Master’s level at the University of Aberdeen, where I developed a strong understanding of macroeconomic trends and the impact of international events on global financial markets. This analytical perspective continues to shape my approach to managing client’s wealth.
My professional specialisms include retirement planning, multi‑generational inheritance tax planning, Trust and long‑term care planning. I also enjoy working closely with company directors to help improve their tax efficiency and support them in preparing for future exit events. I take pride in delivering advice that is both robust and practical, helping clients and their families make confident and informed decisions about their long‑term financial wellbeing.
Outside of the office, I enjoy running, cooking and travelling, and I value any opportunity to explore new places, try new cuisines and staying in touch with family and friends.
