I am a holistic financial planner passionate about helping my clients by providing clear and concise advice, with a particular focus on helping clients who are experiencing or expecting significant changes to their circumstances. This includes divorce, bereavement, retirement, or the sale of a business. By understanding what truly matters to my clients, I am able to produce a financial plan that provides peace of mind regarding their financial affairs. I joined Canaccord’s Worcester office in November 2021 but look after clients across a wide geographic area.