Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
I began my career in financial services in 1992 with Barclays Bank, where I built a strong foundation in helping clients make confident financial decisions. In 1999, I took the leap to establish my own financial advice business — and I’ve never looked back.
Over the years, I’ve had the privilege of helping many families plan for their future, build lasting wealth, and enjoy a comfortable retirement. I’m passionate about creating clear, personalised retirement plans and helping clients invest wisely for the long term — in ways that fit their lives and what matters most to them.
Continuous learning has always been at the heart of what I do, and I take pride in staying up to date with the ever-changing financial landscape so that my clients can make informed choices with confidence.
Outside of work, I love the outdoors and the countryside, but most of all I really enjoy to travel, and my wife and I have been fortunate to explore many countries together, though I still have a long list of places I’d love to see!
I began my career in financial services with Barclays in the UK in 2001, gaining a strong foundation in wealth management and client support. After several years working in back-office management across the financial sector, I returned to advising in 2012, where I found my passion lies—helping clients navigate their financial journeys with confidence and clarity.
My approach is built on trust, integrity, and long-term relationships. I believe financial planning should be straightforward and accessible, without jargon. Over the years, my business has grown largely through referrals, a reflection of the lasting partnerships I’ve built with clients who value clarity and care in managing their wealth.
This has brought me to my own practice, Stellar Financial Planning, which is built on this ethos.
Outside of work, I’m a proud parent of two, with a love for bingo, music, and the outdoors. I’m currently training for a trek in the Sierra Nevada to raise funds for Velindre Cancer Centre—combining my passion for adventure with a cause close to my heart.
Whether you are planning for the future, growing your assets, or simply looking for clear and dependable advice, I am committed to supporting you every step of the way.
I began my journey in the financial sector in 2022 and have really enjoyed developing my skills and taking on more responsibility since joining Stellar Financial Planning. Making the career change has been such a positive step, opening new opportunities and giving me a fresh perspective on the industry. When I’m not working, I love music, travelling, and spending quality time with family and friends.
I have worked alongside Helen Roberts for many years and joined her exciting journey to Stellar Financial in October 2024, where I have now work alongside the Stellar Team, John, Steve and Jessica. Currently, I work part-time as an administrator to keep my mind active while balancing life as a busy full-time mum of two. With experience in the financial sector since 2013, I bring both knowledge and dedication to my role. Outside of work, I enjoy music, going for walks, and discovering new and exciting dinosaur adventures for my two boys.