After graduating from the University of Liverpool in 2002, I began my career as a mortgage and protection adviser for a firm based in Liverpool. Following the completion of my mortgage exams and a year in my first role, I moved to a mortgage and protection firm in Lymm, where I continued my professional development to qualify as a financial adviser.
During my seven years with this employer, I also spent time working with the compliance consultancy arm of the business, gaining valuable experience in regulatory standards and best practices.
In 2010, I founded my own firm, Redwood Independent Financial Planning, building my client base from the ground up. In 2015, I merged with Parsonage Financial Planning. And in November 2025, I joined Lync Wealth Management. I’m proud to still serve some clients from my very first role and enjoy building long-term financial planning relationships with all my clients.
Outside of work, I love relaxing at a sunny cricket ground, watching a game with a nice cold beer in hand!