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I am a Chartered Financial Planner and joined Canaccord Genuity via the McCarthy Taylor acquisition in 2019. We have always aimed to provide holistic advice to our clients to ensure an overall strategy and ensure all objectives are considered and hopefully met. I have particular expertise in handling retirement planning and delivering inheritance tax advice. As well as providing ongoing support to my clients, I also run the Worcester wealth planning division, ensuring an efficient and positive environment to meet our client needs and see staff progress in their careers.
A bit about me:
Spending time with my young daughter is my key focus, but I am a bit of a fitness enthusiast so will be seen running or on the Peloton bike in my spare time.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
It’s all about having a positive, pro-active attitude to find solutions.