I am an approachable and enthusiastic adviser with a genuine commitment to helping clients make confident, well-informed financial decisions. By combining energy with deep technical expertise across investments, pensions and tax planning, I provide long-term, structured support tailored to each client’s circumstances.

I have worked for leading global financial institutions including Friends Provident (now part of Aviva), Zurich Financial Services, and Standard Life, and earlier in my career worked on the trading floor of the International Petroleum Exchange. This breadth of experience across advisory, institutional and market-based environments has shaped my perspective and underpins my approach as an independent financial adviser.

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society and the Chartered Insurance Institute, representing the highest level of professional recognition within the UK financial planning profession. I also hold an MSc in Wealth Management from Bayes Business School, City, University of London.

Outside the office, I am married with three sons and live in Surrey, close to the Kent border. I coach my son’s age group at Sevenoaks Rugby Club and continue to play veterans’ rugby on an occasional basis for Chipstead & Purley John Fisher. Sport remains an important part of my life, reinforcing the values of discipline, teamwork and long-term thinking that also guide my work with private clients.

I am a Chartered Financial Planner and Fellow of the Personal Finance Society with 18 years of financial services experience and am passionate about building long term relationships with clients to help them achieve their financial goals.

I hold both the Advanced Diploma level qualification via the Personal Finance Society and the Investment Management Certificate from the CFA Society UK.

My background is in asset management, so I have an in depth experience of the investment world. I joined the financial services profession in 2001 after completing my degree in Economics & Finance and worked at Friends Provident (now part of Aviva) until 2008, followed by the global investment manager, Capital Group, until 2016. I then worked as a Partner at Smith & Williamson before joining Qi Financial Solutions in early 2019.

Outside of work I enjoy spending time with my family and have two young children. We live in West Dulwich, South East London, and currently spend most weekends feeding the ducks and scooting around our local parks! I also have a passion for travelling and am a keen sportsman. I particularly enjoy playing football and various racket sports when time (and my body!) allows.

I am an Chartered Financial Planner with over 30 years of financial services experience. I am a member of the Personal Finance Society and hold the Diploma in Financial Planning and advanced qualifications in investments and financial planning. I started my career in banking working for Barclays Bank Plc, progressing into mortgage underwriting and advising with Alliance & Leicester Plc before moving into Independent Financial Adviser practices around 20 years ago.

I enjoy establishing and developing new relationships with clients, taking time to listen to their needs and goals and formulating a financial plan together so they can feel confident about their financial future. I am qualified to advise on a wide range of financial planning areas including pensions, investments, wealth planning and protection solutions.

In my spare time, I enjoy spending time with the family, walking my two dogs in the countryside and practising Yoga and Pilates. I am also the Treasurer of a youth group in which my son and I regularly organise trips away for the local children in my area.

I am a Chartered Financial Planner and an experienced independent financial adviser, providing holistic, long-term financial advice to private clients, many of whom have complex planning needs. My areas of expertise include tax-efficient investment and pension planning, alongside estate and trust planning, long-term care advice, and protection, ensuring each element of a client’s financial affairs is considered in the round.

I place great importance on building trusted, long-standing relationships with my clients, working closely with them to develop financial plans that evolve as circumstances change. My approach is thoughtful, practical and highly client-focused, helping clients achieve clarity and confidence when making important financial decisions.

I am based in Bromley, South East London, and work with clients across London, Kent and Surrey. I am a Chartered Financial Planner and hold advanced professional qualifications through the London Institute of Banking & Finance (LIBF), alongside a broad range of specialist planning credentials.

Outside of work, I enjoy practising yoga, walking my dog, and spending time with family and friends.

I am a Financial Planner with over 20 years’ experience in the financial services industry, supporting clients with structured, long-term planning across investments, retirement planning and tax. I hold advanced professional qualifications in these areas and work closely with clients to help them make clear, well-informed financial decisions aligned to their personal and financial priorities.

I enjoy taking the time to understand what matters most to each client and building long-term financial plans that provide clarity, resilience and direction. My approach is practical and disciplined, focusing on the factors we can control - such as risk management, costs and diversification - to support more consistent outcomes over time.

My background includes more than a decade working within the financial planning teams of professional services firms, including 10 years at a top-10 accountancy firm, as well as experience at a large London-based practice. I have also spent time at a national IFA and investment management firm, giving me a broad perspective across advisory and investment-led environments.

I am based in the East Molesey area, working with clients across Surrey and South West London, and currently work alongside other professional advisers, participating in joint client meetings and planning discussions to ensure continuity, depth of expertise and a collaborative approach for clients.

Outside of work, I have a young family with three daughters and spend much of my free time supporting their activities. I also enjoy watching and playing sport, particularly rugby.

I joined Qi Financial Solutions as an investment associate, building on experience gained in private banking and forex trading. These roles have helped me develop a strong foundation in financial markets, operational processes, and the importance of delivering clear, client-focused support.

I studied investment management and financial management at Stellenbosch University in South Africa, where my passion for long-term planning and investing took shape. My current role involves supporting the advisory team by conducting investment research, due diligence, and general wealth management tasks. I also help manage client relationships and ensure we deliver a high-quality, personalised service as part of a joined-up team.

Outside of work, I’m passionate about health and wellness. I’ve explored this area through personal projects and side ventures focused on performance, recovery, and sustainable living. I also lead an active lifestyle and regularly train for triathlons — a pursuit that demands focus, discipline, and long-term commitment. I believe those same principles apply to building strong financial futures. 

I'm proud to be part of the Qi team and excited to support our clients as they work towards their financial goals.

My role includes carrying out comprehensive research, completing due diligence on financial products and providers and compiling financial reports.

I joined Qi in 2012 from Bestinvest where I specialised in individual pensions and corporate schemes. Having previously worked for M&G and Legal & General I have a wide range of technical knowledge that supports my current role including a number of qualifications via The Chartered Insurance Institute.

In my spare time I enjoy watching films and doing cryptic crosswords. I also enjoy travel, especially a city break.

I have spent the best part of 30 years working in financial services with the majority of the last decade spent working in the City managing portfolios on behalf of clients and undertaking investment research.

I joined Qi Financial Solutions in September 2021 to provide support and technical assistance to the advisers and other members of the team. My role includes carrying out research on financial products and producing financial reports, as well as keeping up to date with developments in the ever changing financial industry. I provide support, insight and recommendations to the investment committee as I regularly monitor the investments we use.

My home life revolves around my family, spending Sundays at Trinity Titans with my little boy, and picking up and dropping off my daughter to her various activitives. As a family, we like entertaining and quite often arrange barbecues in summer inviting all our friends. I often get up at a ridiculous hour to light the barbecue and slow smoke a brisket for several hours. I am often seen browsing German beer websites and online butchers at the behest of my wife.

I joined Qi in 2013. However, I began work as a Primary School teacher, which kept me busy for the first 16 years of my career. Now though, I am a qualified mortgage, protection and equity release adviser, and also hold the position of Company Secretary.

I work hard with my 'little' brother Paul to make sure we have the right systems and processes in place to continually improve our client experience.

Outside of work, I run a Girl Guide Unit, am an active member of our local High School’s PTA, and provide a taxi service for my two teenagers and our Ukrainian guests!

I joined Qi Financial Solutions in 2010. My career in Financial Services started at the Woolwich Building Society where I progressed to be a Senior Branch Manager. Upon the acquisition of the Woolwich by Barclays Bank, I furthered my career by becoming a Group Manager.

My role at Qi involves all aspects of office management, making sure that the office runs smoothly together with managing the business accounts where my accountancy skills play a key role.

In my spare time I enjoy spending time with my family and friends. I also love to travel and visit new destinations, and enjoy gardening.