As one of the founding Partners of Beals Wealth Management since 1995 and a current director, I oversee the Financial Services division of our business. I am also an active Financial Planner, dedicated to managing and guiding a number of valued clients.

My career began shortly after leaving sixth form when I joined a local firm of estate agents. I quickly progressed to become their youngest office manager, but it became clear early on that my true passion lay in Financial Services rather than estate agency. This interest has guided my career ever since.

I take pride in my department's commitment to delivering a professional and timely service, with a primary focus on creating bespoke plans tailored to each client's financial goals. These plans are carefully monitored to ensure that goals are achieved and adjustments are made promptly as needed.

I strongly believe that this personalized and proactive approach fosters long-term, profitable relationships for all parties involved.