I am an Independent Financial Advisor based in Workington. As an advisor with Truly Private Clients, my mission is to provide you with personalised financial guidance to help you achieve your financial goals.

I’m a young, passionate financial advisor dedicated to making a positive impact in the lives of my clients. Being employed by Truly Private Clients allows me to combine my fresh perspective with the robust resources of a leading financial firm. Whether you’re planning for your retirement, looking to invest wisely, or seeking comprehensive wealth management, I’m here to help you navigate the financial landscape with confidence.

All financial advisors who operate under the TPC trading style are employed directly by Truly Independent Ltd. All still promote the same independent values as other Truly Independent financial advisors.

There are several subtle differences that clients of TPC should be aware of including the advanced use of a streamlined and integrated investment platform called VERO and the use of advanced communication technology such as video conferencing and electronic signature functionality.

Truly Private Clients is committed to making investing simple and transparent. Amongst other things, the industry-leading technology that we employ gives you 24/7 access to your secure account, enabling you to track and manage your investments as well as make additional contributions whenever you wish using the ImpulseSave^® technology available through our VERO App.

If you want to modernise your financial affairs, please get in touch and book a free consultation.