Independent Financial Adviser
Straight from finishing at Leeds University in 2016, I immediately started my career in financial services with Mazars on their graduate programme, completing my Diploma in Financial Services. This was a baptism of fire given this was the same year the U.K. had its referendum on its EU membership.
After working in administration at Mazars, I joined Vintage Wealth Management where I became a hybrid paraplanner / adviser. During that time I experienced the effects of further uncertainty with the start of Covid.
In 2021 I joined Advanta Wealth and worked as a full time adviser for 4 years before joining HYFi in early 2025.
I have worked in the industry almost a decade, gaining experience through a variety of market conditions, but also having established myself in the business at a time of unparalleled technological advancement. A key strength is utilising modern technology to bring together a complete financial plan for my clients.
I have the knowledge to deal with clients who are at all stages of their financial journey but, at a personal level, I can especially relate to clients who are, like me, building families, buying homes and establishing their own businesses. I am dedicated to being there for my clients throughout the rest of their working life and into their retirement.
Since working at HYFi I have also gained a deeper understanding and knowledge on the implementation of effective Succession Planning. Because that is what I am!
©2025 HYFi Private Wealth Ltd – All rights reserved
HYFi Private Wealth is the trading name of HYFi Private Wealth Ltd Registered in England no: ‘01763054’
Registered Address: HYFi Private Wealth, First Floor, The Barn, Cow Lane, Bushey, WD23 3EL
HYFi Private Wealth Ltd is Authorised and Regulated by the Financial Conduct Authority FCA number: 133473
