I joined Heritage & Co in October 2024 as a graduate, with a keen interest in finance and a passion for helping people feel more confident about their financial decisions.

As a Mortgage & Protection Adviser, I provide friendly, straightforward advice, taking the time to understand what’s important to each client and finding solutions suited to their circumstances and plans.

I believe good advice starts with listening. I aim to make the process as simple and reassuring as possible, explaining things clearly and without unnecessary jargon. Building long-term relationships with my clients is important to me, and I’m always happy to provide guidance when it’s needed.

I hold the highest level of professional mortgage qualification available, as well as Competent Adviser Status through St. James's Place. I regularly complete CPD to keep my knowledge and advice up to date.

I offer flexible appointments in person, by phone or online, to suit each client.

I’m delighted to have been recognised as a VouchedFor Top Rated Adviser in both 2025 and 2026, based on the feedback and experiences shared by my clients. I’m committed to being a reliable point of contact, offering personal advice and a friendly service whenever my clients need me.

Specialist Areas:

• Mortgages
• Protection