I joined Beals Wealth Management in March 2023, bringing with me a strong background in customer service and key accounts management. Since the 2020 pandemic, I have transitioned to a paraplanner role, gaining valuable experience in Southampton, Emsworth, and London before advancing to become a financial planner with Beals.

As a dedicated pension adviser, my goal is to help clients identify and achieve their long-term financial objectives, with a particular focus on retirement planning. I specialise in consolidating multiple pension schemes into a primary pension pot, ensuring it is robust and reliable. My long-term, ongoing service aims to maximise your pension pot for a secure retirement, exploring the possibility of retiring earlier than the state retirement age.

I believe in providing clear and comprehensive financial advice to navigate the complexities of the financial services sector. Achieving chartered adviser status has equipped me to address all areas of financial advice effectively.

When I'm not assisting clients, I enjoy cooking, hiking, rock climbing, and spending time outdoors.

For professional pension advice and to explore your retirement planning options, contact me today. Let's work together to build a strong financial foundation for your future.