I have been with Beals Wealth Management since 2015, starting in an admin role before becoming qualified to help clients with their financial planning needs, from assisting in securing a mortgage on their dream home to looking at their retirement needs and planning accordingly.

As a Mortgage & Financial Adviser, I specialise in providing clients with sound and transparent advice, both pre and post-retirement. I provide advice on pensions, mortgages, life assurance, inheritance tax planning, and investments.

I pride myself on providing clients with clear and understandable solutions to their needs and maintaining client relationships over the long term. I enjoy regularly speaking with my clients, understanding what is important to them, and being passionate about helping them reach their long-term financial goals and objectives.

In my spare time, I like to spend time keeping fit and challenging myself to new goals. I enjoy travelling to new places, both in the UK and abroad, to experience new cultures and widen my experiences.
I also love spending time with my English Bulldog dog Barney.