Expertise
- Financial Planning
- Business Planning
- Wealth Management
- Pensions
- Investment
- Pensions on Divorce
- Retirement Advice
- Protection
- Workplace Pension Schemes
Summary
I'm a Chartered and Certified Financial Planner, and the founder of Atlas Personal Wealth Management.
After over 10 years in financial services, I launched Atlas in 2025 with a clear mission: to make financial planning more human and to help people align their money with their desired lifestyle.
Every person I work with has a story - a business they have built, a retirement they have dreamed of, a fresh start after a divorce and I love to play a part in helping them to write the next chapter.
I specialise in advising people that are:
Business owners = Helping you to make the most of the opportunities and challenges that come with running your own company.
Those approaching retirement = So you can retire on your terms, with a clear financial plan that gives you the clarity and confidence to enjoy life.
Retirees = To ensure your wealth supports the lifestyle you have worked so hard to enjoy.
Divorcees = Offering expert, sympathetic advice to help you rebuild and gain control at a time when you need it most.
At Atlas, we pride ourselves in supporting individuals and families who value a long-lasting, meaningful relationship with a financial planner. So, if you're looking for someone that truly cares about you and is committed to helping you make the most of your wealth throughout life, then we would love to hear your story.
What sets us apart?
Independent advice = We are not tied to any providers, ensuring our recommendations are always unbiased and based on what is truly best for you.
Integrity first = If the right thing to do is nothing, we will tell you exactly that. We never push products or services for the sake of a fee.
Local and flexible = Based near Essex, I work with clients across the South East, meeting at times and locations that work best for you.
Experience
-
Atlas Personal Wealth Management
Director & Chartered Financial Planner
- Current
Qualifications
- Certified Financial Planner
- Fellow of the Personal Finance Society
- Chartered Financial Planner
Interests and Hobbies
- Gym
- Travelling
- Football
- Walking the dogs
