Who do I work with?
I work alongside Marcus Carlton providing advice to a range of clients who are cohesive in knowing what is important about money to them and can articulate their future goals which will take money and planning to achieve. Our planning process is quite unique as it has been created with the aim of understanding our clients core values and deepest aspirations first and foremost.
We have reshaped the traditional advice delivery and modernised the conversation to deliver a first-class, client centric experience without the industry jargon. Naturally, I thoroughly enjoy working with clients who are willing to be openminded, trust the process, and are assured in knowing they are at the heart of everything I do.
The value I add enhances my client’s future, by reducing time spent worrying on finances, and spending more time living. If you are intrigued by our process and would like to chat with an adviser who is fresh and challenges the status quo, then I look forward to starting this journey together.
I graduated with an MSc in Financial Management in 2016, and instead of diving into the world of work right away, I decided to spend 6 months travelling South America with some friends from back home (Belfast). This gave me the opportunity to soak up many different cultures and spend time with people I would have never encountered otherwise, proving fruitful during my meetings with clients.
My experience in finance has spanned 6 years which has exposed me to various firms and their operations. I chose to join HFMC Wealth back in November 2021 primarily due to the firm’s investment in their people and culture, plus the progressive attitude of disrupting the norm of the sector.
In my free time, and between 6-7pm every weekday you will find me at my local CrossFit box, not only working on my fitness, but also staying on top of my mental health.