My role as Managing director of Simple Solutions, I have the responsibility and direct oversight of the overall operations and business strategy of the company. This involves working with the Simple Solutions team in reviewing and developing daily operations. I work closely with the senior management team to ensure we constantly maintain high standards while driving long term growth for the business. I have an established client bank of HNW individuals and families, who I enjoy working with ensuring their complex needs are met in a manner that is clear and gives them the confidence and clarity to enjoy life which allows them to focus on what is important to them.

Having started in the financial services industry in 2008 with Lloyds Bank, I was awarded the young high achiever award and was subsequently invited to start my branch manager training being one of the youngest in the country. In 2012 I started with Simple Solutions where I was able to gain access to various roles and was able to gain first-hand experience of the day-to-day running of the business. After becoming qualified in 2018 and seeing clients I then took on a senior management role from 2020. Now the Managing Director of Simple Solutions since 2023.