Areas of expertise include:
- Wealth restructuring - Ensuring your wealth is under your control.
- Retirement Planning
- Pension Transfer Specialist - CII Certificate in Pension Transfers.
- US/UK Cross Border Financial Planning
- Financial Protection - Life/Critical Illness Insurance.
- Inheritance Tax Planning
- Lifetime Allowance Planning
- Mortgage Advice & Equity Release

Having graduated from one of the UK's top business schools with a BA in Business Management & Economics, I continued my professional development in achieving the Chartered Insurance Institute's Level 4 Diploma in Regulated Financial Planning, as well as the NASAA Series 65.

As a member of the Personal Finance Society, I am currently completing the CII Chartered Financial Planner pathway.