About Us
We pride ourselves on the relationships we build with our clients,
helping them reach their financial goals.
Our wealth management experts bring decades of corporate finance and entrepreneurial experience to the table. We specialise in comprehensive financial advisory services for individuals and business owners alike. Our mission is to deliver top-tier finance management solutions that empower and secure our clients' personal finances while supporting and protecting business growth.
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We take a holistic approach to wealth management, carefully reviewing and assessing each client's unique circumstances and priorities, regardless of their life stage or financial goals. Our team develops and implements personalised financial solutions to meet our clients' specific needs, objectives, and aspirations.
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As your trusted financial advisory partners, we're committed to fostering long-term financial stability for you, your loved ones, your business, and its employees. Our wealth management and finance management solutions are designed to provide you with the peace of mind and financial freedom you deserve.
Our Story
Our team come with years of corporate finance and entrepreneurial background.
We work with individuals and business owners. Our focus is to provide quality financial planning advice to our clients to empower and secure their personal finances and to support and protect business growth.
We take a holistic approach to review and assess our client’s circumstances and priorities, no matter what they are and no matter what stage of life they are at. We develop and implement personalized solutions to satisfy our clients’ needs, objectives and aspirations.
We are here to support the financial stability for our clients, their loved ones, their business and the people in it.
Meet The Team
I am NOT just another IFA!
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As a former corporate finance banker, I bridge the gap between financial advisor and finance director/accountants to provide the expertise to help business owners plan their personal and business finances. Whatever your goal and wherever you are in your business and personal journey, I adopt a holistic approaches to account for every aspects in your life that might have financial impact on you, your family and your business. So you can have peace of mind knowing that "We have got this".
My other focus is working with women, helping them and empowering them through different stages in their life, such as getting married, starting a family, getting divorce and planning for retirement. I bring non-judgemental ethos and empathy to YOU.
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​ABOVE ALL, I don't take client's trust in me lightly. I value integrity, compassion and non-judgement support in what I do to help my clients along their journey toward financial independence and security.
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I am the founder of Fatgreen Executive, a premier executive search firm that appoints Managing Partners and Partners for professional services firms across the UK.
With over 25 years of experience in the industry, I have a proven track record of delivering high-quality results and building long-term relationships with clients and candidates.
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My expertise extends to advising and representing firms in Private Equity, M&A, Corporate Finance & Restructuring, Insolvency, Audit, Tax, and Forensic Accounting. I'm also a co-founder and non-executive director of Fatgreen Wealth, a business insurance and company pensions provider for mid-cap corporates.
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My mission is to help top professionals and firms achieve their goals and grow their businesses. I'm committed to leveraging my extensive experience and network to connect exceptional talent with outstanding opportunities in the professional services sector.