I am a local financial adviser who loves working with people and helping them feel confident about their finances. My approach is simple and practical—I explain things in everyday language so clients truly understand their options and can make decisions with confidence. For me, good advice isn’t just about numbers; it’s about peace of mind and knowing you’re on the right track for the lifestyle you want.
I’m especially passionate about intergenerational wealth planning, helping families protect what they’ve built and pass it on in a thoughtful, tax-effective way. Whether it’s planning for retirement, supporting children and grandchildren, moving into care or creating a lasting legacy, I work closely with clients to build financial security that lasts across multiple generations.
Chesil Financial Planning Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website https://www.sjp.co.uk/products .

