Career Summary

I started in Financial Services with Norwich Union becoming a Financial Consultant in Equity Release in 2005.

In 2008 I became an independent financial adviser and in 2009 I set up Lucent Financial Planning, becoming Chartered in the first year (one of the first 2000 in the country).

Since then, I have been trying to make people see that the accumulation of money is fine, but there has to be a purpose to it, and for me that is to be happy and help others.

My Role at Lucent

My role is to build our remarkable people into financial planning visionaries in order to give the best experience to our friends as possible. Training them on how to take peoples life and put rocket boosters on it!

As well as training, I still advise the people that are good enough to let us and occasionally don a sequinned jacket at our events.

Why I Love Working at Lucent

I have created it in my own shape! Amorphous, colourful and exciting. A place where magic can happen and where we are all wizards of some sort.

Being able to help so many people and have a transformational impact on so many of them is such a privilege. I love it!

Why I'm Passionate About Financial Planning

Most people’s blocker is: "I can’t do that due to financial reasons". My view is, Yes you can! You just don’t know how yet. I love the puzzle of discerning how people’s ambitions can be achieved, explaining it to them and then seeing the realisation on their faces of the thing they didn’t think possible was indeed so!

See How Clients Rate Me

See my client feedback ratings on Vouched For.

My Qualifications

Fellow of Personal Finance Society

Chartered Financial Planner with the Personal Finance Society

BSc Land Management (Chartered Surveying)

Certificate in Long Term Care Insurance

Certificate in Equity Release / Lifetime Mortgage Activities

STEP - Certificate for Financial Services – Trusts and Estate Planning

Awards & Honours

Lifestyle Financial Planner of the Year 2023 - Inspiring Advisers