Personal advice. Professional experience.

I have worked in Financial Services since 2005, having previously worked for HSBC and other institutions such as LV=. I've gained experience as a Premier Relationship Manager, Mortgage Manager and Business Development Manager throughout these years, which has given me a broad spectrum of knowledge and external contacts.

My last employed role was with Prudential Financial Planning Ltd, where I worked for 2 years before I was made redundant and offered the opportunity to launch my own business as an Appointed Representative of M&G Advice (formerly Prudential). This is when KDS Financial Planning Ltd was born — in 2020!

I specialise in holistic financial planning, taking the time to understand my clients, their objectives and what matters most to them. I then develop personalised financial plans designed to help them work towards their goals. My particular areas of interest are pensions, both before and throughout retirement, and investments.

My client base is very diverse, ranging from young professionals just starting their financial planning journey to much older clients completing theirs.