I came to Beals Wealth Management in March 2023 with a background of customer service & key accounts management. Since the 2020 pandemic, I worked to become a paraplanner while gaining experience in Southampton, Emsworth and London before becoming a financial planner with Beals.

I aim to help my clients identify and achieve their long-term financial goals, which often includes planning towards retirement and consolidating your pension schemes to create a primary pension pot that can be built on and relied upon. I provide a long-term ongoing service where the aim is to build as big a pension pot as possible for your retirement, and see if retiring earlier than your state retirement age is a possibility.

Outside of my career I enjoy cooking as well as hiking, rock-climbing and generally being outdoors.