Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

With a background as a financial coach, I'm dedicated to providing tailored financial advice to help clients achieve their goals. I hold a BSc (Hons) in Business Management, a Diploma in Regulated Financial Planning, and I'm pursuing Chartered status and an ICF Professional Coaching Skills Certification.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I am a Chartered Financial Planner and was promoted to Senior Investment Adviser in July 2021. I enjoy nothing more than helping my clients plan for their future, using my in-depth knowledge of financial planning.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

Since joining Hargreaves Lansdown in 2017 I’ve developed a broad range of experience across pensions and investments through a variety of roles. Before joining the advisory team in 2023 I spent three years helping clients navigate retirement planning - both in the lead-up to and at the point of retirement - and delivered on-site financial education through HL Workplace, the company's dedicated pension service for employers. I enjoy working closely with clients and their families to adapt and refine their financial plans as their goals and circumstances evolve.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I joined Hargreaves Lansdown in 2006 and have worked in various roles in pensions before moving into financial advice. I hold a Diploma in Regulated Financial Planning.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I started at HL in 2010 on the Pensions Helpdesk, moved to HL Workplace, and joined the advisory team post-pandemic. I hold a Diploma in Regulated Financial Planning and am pursuing an Advanced Diploma.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I've worked in a variety of roles at HL, mainly in pensions and the delivery of wider financial education. I have since obtained the Diploma in Regulated Financial Planning and am working towards Chartered status.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

Working at HL since 2016, I studied at the University of Liverpool and graduated with a 2:1 honours degree in Economics (BSc). Since then, I have obtained the Diploma in Regulated Financial Planning and achieved chartered status.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I began my career with Hargreaves Lansdown in 2020 and have since built up a wealth of knowledge and experience in a wide range of areas. I am now one of Hargreaves Lansdown’s Senior Service Advisers, covering the North West and Northern Ireland.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I have worked in financial services since graduating from the University of Kent with a degree in Economics in 2018. I have a Level 4 diploma in Financial Planning and really enjoy getting to know my clients to ensure they have the right financial plan in place in order to meet their goals and aspirations.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I’ve worked in various client-facing roles and managed teams within our Helpdesk and Account Managers. I obtained the CII Diploma in Regulated Financial Planning last year and am now working towards Chartered status.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I joined HL in 2019 and transitioned to the Advice Team in 2025, following extensive experience across various departments within the organisation. One of my most notable positions was within the Financial Wellbeing team as a Specialist for HL Workplace, where I delivered financial education to our corporate clients to promote greater retirement outcomes. I hold a Diploma in Regulated Financial Planning and am currently advancing towards Chartered status.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I initially worked on the Pensions team and completed the Investment Management Certificate (IMC) before joining the Advisory division in 2019. Since then, I’ve completed the Diploma in Regulated Financial Planning and am currently working towards Chartered status.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I am a telephone-based Financial Adviser and have been with Hargreaves Lansdown since 2008. Since 2015, as a Service Financial Adviser, I’ve provided advice to existing clients on a broad range of areas, including investment advice, retirement planning, drawing pension benefits, and inheritance tax planning.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

With over a decade of experience at Hargreaves Lansdown, I have assisted a wide variety of clients in breaking down complex financial issues and providing easy to understand solutions. It gives me great satisfaction helping clients achieve their financial objectives and aspirations.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

After a career in banking, I transitioned to advice and wealth management in 2017, most recently working for an IFA firm in Hampshire. I am a Fellow of the CISI and a Chartered Wealth Manager. I joined Hargreaves Lansdown in 2023 and look forward to helping clients achieve their financial goals.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I have been a financial advisor for over 2 decades and currently look after existing clients, ensuring they remain on track to achieve their financial objectives. I enjoy developing strong relationships built on trust and aim to help clients achieve their financial objectives.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I began my career in financial services in 2013 after graduating with a degree in Business. I gained experience in various roles before joining Hargreaves Lansdown in 2023. I am a member of the Personal Finance Society and hold a Diploma in Regulated Financial Planning.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I have over 30 years of experience in financial services and recently joined Hargreaves Lansdown in 2023 after 14 years of advising clients in the medical profession. As a financial adviser, I specialise in reviewing client portfolios to help them meet their financial needs and objectives.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I joined Hargreaves Lansdown in 2003, having started my career as a Financial Adviser in 1981. With extensive experience, I continue to enjoy helping both new and existing clients understand their investments.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I hold a Master’s degree from Durham University Business School, have a CII Diploma in Regulated Financial Planning, and am working towards the Advanced Diploma, earning a Distinction in Pensions Income Options.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I have over 25 years of experience in banking, financial planning, and wealth management. Before joining Hargreaves Lansdown, I worked in both personal and corporate financial planning and with clients using Discretionary Fund Management.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

Beginning my financial services career in 2015 at one of the world’s largest banks, I joined Hargreaves Lansdown in 2018. Since then I've obtained the Diploma in Regulated Financial Planning, advised on various issues and am currently working towards Chartered status with the CII.

Expertise:

Tax-efficient Investing
Family Financial Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning

I have been in financial services since the 1990s, gaining extensive experience working for a large life office and advising clients at a major bank. As a long-term care specialist, I am now a Consultant Service Adviser, covering the South of England.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I am an award-winning Chartered Financial Planner with over 12 years’ experience in retirement, investment, long-term care, and estate planning. I prioritise building strong relationships and believe that reflection and adaptation are essential to truly understand and meet clients' aspirations.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Later Life & Long-Term Care Planning
Pension Transfers

I provide holistic financial planning to help clients achieve their financial goals. My advisory expertise includes retirement planning, investment planning, inheritance tax mitigation, protection planning, and long-term care funding.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Later Life & Long-Term Care Planning
Pension Transfers

I have over 30 years of experience in financial services and began my career with Hargreaves Lansdown in 2001. I hold Chartered status, am a Fellow of the Chartered Insurance Institute (CII), and was promoted to Senior Financial Adviser.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I have gained over 20 years of experience in financial services. I continue to develop my knowledge and skills, have qualified as a Chartered Financial Planner, and was promoted to Senior Financial Adviser in recognition of my technical expertise and positive client feedback.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

As a Chartered Financial Planner with over 11 years in the industry, I focus on building strong, trust-based relationships to help individuals, families, and business owners achieve their financial goals and aspirations.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

As a Chartered Financial Planner, I have spent a significant part of my career at Hargreaves Lansdown advising individuals and companies on pensions and investments. My experience includes advising some of the largest companies across sectors such as Formula 1, The Arts, Fund Management, Technology, and Media.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

With over 13 years of experience in financial services, I am a Chartered Financial Planner passionate about helping my clients achieve their goals. My expertise includes retirement planning, investment advice, long-term care planning, and estate planning.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Later Life & Long-Term Care Planning
Pension Transfers
Defined Benefit Pension Transfers

I began my career in financial services over ten years ago, joining Hargreaves Lansdown after graduating. I hold a degree in Business as well as a Master’s degree in Surveying. I initially worked as an equity dealer before moving to the advisory team.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

As a chartered financial planner, I've had the pleasure of providing solutions to all sorts of individuals, businesses, and trustees for over 20 years. The best part? The variety of work I get to undertake. It keeps me enthusiastic about financial planning and serving my clients.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I work with a variety of clients to help them achieve their goals through comprehensive financial planning providing financial advice across a broad spectrum of areas. As well as a chartered financial planner, I am also a long-term care specialist and an accredited member of SOLLA (Society of Later Life Advisers).

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Later Life & Long-Term Care Planning
Pension Transfers

With over 14 years of industry experience at Hargreaves Lansdown, I have focused on providing financial advice since 2015. As a chartered financial planner and affiliate member of STEP, I work with diverse clients - individuals, families, businesses, and trustees - offering tailored planning in retirement, investment, long-term care funding, and inheritance tax mitigation.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I’m a qualified Financial Planner with experience working for small and large companies in the financial advice sector. I love working closely with my clients to help them achieve their financial goals and create meaningful investment strategies.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I joined Hargreaves Lansdown in 2011 and spent three years working on the Investment Helpdesk before moving to the advisory team. Since then, I have achieved Chartered status and become a Fellow of the Personal Finance Society.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

With close to 20 years’ experience in advising HL clients, I’ve helped many to take back control of their money, simplify the complex, build the wealth they need, and at the right time, pass it on to their loved ones.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Later Life & Long-Term Care Planning
Pension Transfers

I have more than 20 years of experience in financial planning and wealth management. Before joining Hargreaves Lansdown, my career included roles in insurance, financial planning, investment management, and private banking. I have also achieved Chartered and Fellowship status.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

As a Chartered professional with the CII, I am now a Senior Consultant Financial Planner with a focus on strategic financial planning to help clients achieve their goals.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I joined Hargreaves Lansdown in 1998 and am now one of the Senior Financial Advisers and fellow of the Personal Finance Society. I have achieved Certified Financial Planner status with the Institute of Financial Planners (IFP) and Chartered Financial Planner status with the Chartered Insurance Institute.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I joined Hargreaves Lansdown in 2005 and have worked in various areas of the business as I progressed in my career. I have also achieved Chartered status.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I recognise that each person is unique and at varying stages of their financial journey. My focus is to turn complex financial challenges into clear, actionable plans. I specialise in providing high quality, personal advice on retirement planning, investment planning, and estate planning.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I began my financial services career with Hargreaves Lansdown in 2007. I've worked in various areas of the business and advanced to one of the highest advisory qualifications, becoming a Fellow of the Personal Finance Society (PFS).

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I started my career in financial services at a well-known high street bank before continuing my studies to become a fully qualified Financial Planner/Adviser.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I started my career with Hargreaves Lansdown shortly after graduating with a degree in Economics. I have been advising clients since 2006 and have since achieved Chartered status with the Chartered Insurance Institute (CII).

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I joined Hargreaves Lansdown in 2011 and have over 20 years of experience in financial services. As a Chartered Financial Planner I specialise in retirement planning, wealth management and estate planning.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

Beginning in 1996 I worked in several financial institutions before joining Hargreaves Lansdown. I take pride in my personable approach and my commitment to understanding my clients and their unique circumstances, helping them make informed decisions free from financial jargon.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Later Life & Long-Term Care Planning
Pension Transfers

I have over 20 years of experience as a Financial Adviser, specialising in a broad range of planning areas, including retirement planning, estate planning, long-term care planning, and general investment advice. I enjoy getting to know my clients, building trusted relationships, and creating plans to help them achieve their goals.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I am a Chartered Financial Planner with over 26 years of experience in a variety of areas. I take pride in simplifying complex issues to help my clients understand and make informed decisions on how best to move forward.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Later Life & Long-Term Care Planning
Pension Transfers
Defined Benefit Pension Transfers

I began working for Hargreaves Lansdown after graduating in 2007, taking on various roles within the advisory team before becoming a Financial Adviser. I have achieved both Chartered and Fellow status and hold the qualification required for long-term care advice.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Later Life & Long-Term Care Planning
Pension Transfers

I started my career with Hargreaves Lansdown in 2006 after graduating with a business degree. I began advising clients in 2010, achieved Chartered status, and am a Fellow of the Personal Finance Society.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I joined Hargreaves Lansdown in 2015 and moved to the Advisory division in 2017, initially advising clients over the phone before relocating to London in 2021. I hold a Diploma in Financial Planning and am a Member of the Personal Finance Society and CII, specialising in investments, retirement, and inheritance tax planning.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Later Life & Long-Term Care Planning
Pension Transfers

An award-winning Chartered Financial Planner who joined Hargreaves Lansdown in 2010, shortly after moving back to Bristol from London, I’m an accredited member of the professional body SOLLA (Society of Later Life Advisers).

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Pension Transfers

I joined Hargreaves Lansdown in 2001 as a business studies graduate. After spending several years in our corporate division, I moved to the advisory team. I have since attained Chartered status with the Chartered Insurance Institute (CII).

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Life Event and Crisis Planning
Later Life & Long-Term Care Planning
Pension Transfers

As a Chartered Financial Planner, I focus on advising members of employer-sponsored pension arrangements through our service, as well as a number of other areas.

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs

I am deeply committed to helping my clients achieve their financial goals, specialising in retirement planning, investment advice, and estate planning. My aim is to optimise clients' finances, empowering them to live fulfilling lives and make the best use of their most valuable resource: time.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs

I’m passionate about helping my clients achieve their individual goals by providing suitable investment solutions. As a chartered financial planner, I get a real sense of achievement by breaking down complex financial issues and making it easy for my clients to understand and feel confident in their financial position moving forward.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs

I have over a decade of experience in the industry, helping a broad range of clients to identify and achieve their own personal financial aspirations through carefully considered financial advice from a chartered financial planner.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs

Since joining Hargreaves Lansdown in 2011, I have gained a huge array of knowledge of the industry. I now work with a variety of clients to help them achieve their goals by putting into place clear, tailored and thoughtful recommendations.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs

Having joined Hargreaves Lansdown in 2015, I have benefitted from working in various roles within the company. I moved to financial advice in 2020 and I understand the importance of building trust with my client and am passionate about helping them reach their financial objectives.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Pension Tranfers

I work with a wide range of clients helping them to get the best out of their investments and to create and implement comprehensive plans and strategies for their financial journeys ahead. I provide advice across a broad range of areas including investments and retirement planning.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs

With over 12 years’ experience working in financial services, I’m passionate about helping my clients reach their objectives. As an adviser, I value building strong relationships with my clients. This allows me to truly understand what matters most to them, so that we can create a plan tailored to achieving their goals.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs

I worked at Hargreaves Lansdown for over 7 years helping clients reach their goals. As an adviser, I enjoy developing strong relationships with clients, enabling me to understand their needs and develop a plan that will help them achieve their aspirations.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs

I have been with Hargreaves Lansdown since 2006. As a Chartered Financial Planner and Fellow of the Personal Finance Society, I hold two of the highest accolades a Financial Adviser can achieve. I initially managed a team within our Operations department before joining the advisory division in 2013.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs

Before focusing on providing financial advice I joined HL in 2013 working in advisory operations. I have since attained Chartered status from the CII and was awarded ‘Best Paper in Pension Planning (AF3)’ along the way.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Pension Transfers

I am one of HL’s Senior Investment Advisers and have attained Chartered status with the Chartered Insurance Institute (CII), where I was awarded a distinction in my ‘Financial Planning Process’ paper.

Expertise:

Retirement Planning
Tax-efficient Investing
Family Financial Planning
Estate and Inheritance Tax Planning
Business Owners and Entrepreneurs
Pension Transfers

I joined Hargreaves Lansdown in 2015, spending time on the Pensions Helpdesk and Technical team to build my product knowledge before joining the Financial Advice team in 2020. I achieved Chartered status in 2018, earning the "best result" in the pension income options module.