About us

The team at Orchard Wealth Management has many years of experience providing practical financial planning advice to families and businesses across the UK. We are committed to putting clients at the heart of everything we do and are passionate about elevating the financial wellbeing of families.

We advise a range of clients from individuals and families to business owners and trusts.  Advice is provided across a wide range of services including investment planning, retirement planning, tax mitigation, trust & estate planning, and advising on personal and business protection requirements to ensure clients’ financial plans are robust.

Chartered Financial Planner, founding Director of Orchard Wealth Management.

With over 25 years of experience in financial advice, I began my career in banking as a financial advisor, working with both personal and corporate clients. Throughout my career, I’ve adopted a mentorship approach to financial planning, firmly believing that financial education should be accessible to everyone. I am deeply passionate about helping my clients take control of their financial future and achieve their goals.

I pride myself on working closely with clients to define what’s truly important to them. Together, we create bespoke strategies that align with their personal and financial goals, enabling their dreams to become reality. Whether it’s building wealth, securing retirement, or creating financial independence, my aim is always to empower my clients to make informed and confident decisions. In addition to individual planning, I specialise in generational wealth planning. I take great satisfaction in helping families preserve and grow wealth across multiple generations. By openly sharing details on savings, investments, pensions, property, and business interests, I work with families to create comprehensive strategies that allow them to pass on financial security to children, grandchildren, and beyond—creating lasting legacies for future generations.

Outside of work, I enjoy walking, using long walks as a way to relax, de-stress, and stay active. I also love traveling, exploring new places, and immersing myself in different cultures, which continually inspires my approach to life and work.