For me, running a business and having a young family is both exciting and challenging and I know that there are lots of people like me, leading busy lives, juggling the demands of work and family life.

I’m passionate about helping people who are perhaps time poor to achieve financial freedom and independence. This is always driven by what’s most important to them and ultimately what’s their desired lifestyle and how we get them there.

Investing can seem complex and overcomplicated, so I like to simplify the process and take a holistic approach to create a lifestyle-based financial plan that’s tailored to you.

I started my career in the Financial Services Industry 15 years ago as a Personal Assistant, learning on the job before moving into more technical roles specialising in Retirement Planning. At the same time I was studying and putting myself through exams in order to achieve my Diploma in Financial Planning.

After working as an Adviser for 4 years, I set up Hart Wealth Management at the beginning of 2020. Over the years I’ve built long-term trusted relationships with my clients and a wealth of experience and knowledge to help them to achieve their life goals. A testament to this is that all of my clients come from personal recommendations, who value the advice they have been given.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.