Chartered Financial Planner, Mogers Drewett Financial Planning (MDFP), Bath
I am a Chartered Financial Planner and Fellow of the Personal Finance Society specialising in providing independent financial advice to those going through divorce or separation.
With over fifteen years of industry experience, I have helped many clients develop long-term strategic plans tailored to their financial situation, including planning for retirement, investment and estate planning and efficient tax planning.
I am one of approximately 35 other financial professionals in the UK to hold the Resolution Specialist Accreditation as a financial expert in divorce work.
I joined the Mogers Drewett Financial Planning Team in March 2021 where I specialise in financial planning for those going through divorce or separation. I am an Associate Member of Resolution, which is a community or professionals who are committed to the constructive resolution of Family Disputes.
I have a range of professional qualifications including:
- Resolution Specialist Accreditation
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Certificate in Equity Release
- Certificate in Mortgage Advice
- Certificate in Investment Operations
Outside of work I enjoy cycling, eating out, and spending time with family.