As a qualified Financial Adviser and mortgage broker I help clients protect their loved ones, make the most of their money and achieve their life goals. Through offering appropriate financial and mortgage advice. 

Career

I started my financial services career by obtaining my mortgage qualifications at the age of 18. I then studied Economics at the University of Reading and graduated with a BA hons. Soon after I was recruited by an estate agency firm and went on to become their top mortgage consultant in my first and second year, before joining the wealth management team and obtaining my diploma in regulated financial planning. After a few years of successfully gaining some invaluable experience I ventured out to start GW Wealth.

Qualifications

I hold a Diploma in Regulated Financial Planning (DipPFS) and Certificate in Mortgage Advice and Practice (CeMAP) and my specialist areas include inheritance tax planning, pension planning, investment planning, buy-to-let mortgages and first-time buyer mortgages. I also advise on protection by offering our clients income protection, life cover & critical illness policies. My economics degree provides me with an insight into how the housing market, investment market and interest rates work. I am now studying to become a chartered financial planner (CFP).

Interests

I enjoy playing football, tennis and golf. I love spending time with family and friends. My focus on helping people encouraged me to start up a charity to help raise awareness of depression in teenagers which will be open very soon.

Comments

Based on core values of excellence of service and above all, integrity, I will provide you with the complete financial solutions you require to satisfy your needs both now and in the future. I appreciate that you are unique, with your own financial goals, which is why I will tailor the service and recommendations I make specifically to you.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Some buy to let mortgages are not regulated by the Financial Conduct Authority.