About me

With a degree in Accounting and Finance from the University of Southampton, I decided my next chapter was to pursue a career in financial planning. I began my journey at a small independent financial advisory firm, where I spent over five years honing my technical knowledge and developing a deep appreciation for the impact thoughtful financial advice can have on people’s lives.

In 2021, I achieved my Level 4 Diploma through the CII PFS and have continued to build on that foundation, currently working towards Chartered status. I joined Kubera Wealth in 2023, drawn by their values and commitment to delivering truly client-centred advice. I am passionate about building meaningful relationships, as I believe that financial planning is most powerful when it’s personal, and easing life’s worries, empowering people to live with confidence and clarity.

In summer 2025, I qualified as a Registered Life Planner with the Kinder Institute, allowing me to integrate life planning into my work and help clients align their financial decisions with their deepest values and aspirations. Life is constantly evolving, and I’m here to help clients embrace that change with purpose.

Away from the desk, I bought my first home and have been enjoying the process of turning it into a space that feels truly mine, complete with DIY projects and a few paint-splattered weekends. I’ve also discovered a love for running and completed my first half marathon to raise funds for brain cancer research, a cause close to my heart. I’m already looking forward to future races, and maybe even a full marathon one day.

Travel is another passion of mine. I love exploring new cultures, food and immersing myself in the history of the places I visit. When I’m not abroad, I’m adventuring closer to home with my Cocker Spaniel, Leo, and my family. Dorset is our favourite escape, full of coastal walks and muddy paws.