I am a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS), and Certified Financial Planner (CFP) with the CISI, currently working as a Private Wealth Manager with Melbourne Capital Group.

I specialise in providing bespoke financial planning and wealth management strategies for individuals, retirees, and families. My approach is rooted in holistic advice, combining technical expertise with a strong emphasis on building long-term, trusted relationships.

Before joining Melbourne Capital Group, I worked for a UK-based Independent Financial Adviser firm, where I developed extensive experience in retirement planning, wealth preservation, business succession, and estate planning.

In August 2025, my family and I relocated from the UK to Malaysia after my husband was offered an exciting opportunity to further his career in civil engineering. With a young son in tow, we felt it was the perfect time to embrace a new adventure and experience life overseas. Having worked as a Chartered Financial Planner in the UK for many years, I was eager to continue doing what I love, helping clients make confident, well-informed financial decisions. After careful research, I discovered Melbourne Capital Group, a firm that truly aligned with my professional values. Their focus on putting financial planning at the heart of everything they do, and their commitment to helping clients build and maintain strong financial positions, made them the perfect fit.

In addition to my role as a wealth manager, I am proud to serve as the President of the Insurance Institute of Liverpool for the 2025/26 year. I am also a strong advocate for financial education and previously served as an Education Champion for the PFS in the UK, delivering financial education sessions to school-aged students and championing financial literacy for the next generation.

Outside of work, I enjoy life in Malaysia with my family, mixing soft play adventures with hawker centre discoveries, beach trips, and hikes in the Johor countryside.

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