Numbers taught me discipline. Financial planning taught me that the same discipline protects a family. With an accounting background and a license as a financial advisor with Pru Life UK, I help you build a plan that fits your real income, not a sales quota.
Whether you're starting a family, growing a business, or thinking about retirement, we start with your numbers — then match a plan to them.
Coverage that replaces your income for the people who depend on it, sized to your actual obligations — not a generic multiple of salary.
Life insurance paired with an investment fund, so your premiums build savings while your coverage stays in place.
A savings plan timed to when your child will actually need it — tuition, board exams, or study abroad.
Reviewed alongside your existing assets and tax position, drawing on my accounting background to avoid gaps or overlaps.
Coverage designed to keep a medical event from becoming a financial one.
A straightforward process, from first conversation to policy in hand.
We talk through your income, goals, and what you're already protecting or saving for.
I run the numbers on coverage gaps, savings targets, and what fits your budget.
You get a clear, written recommendation with costs and trade-offs — no jargon, no pressure.
I handle the paperwork with Pru Life UK and stay on as your advisor for reviews and claims support.
Four quick questions to get a sense of your situation before we talk — no email required to see your result.
Based on your answers, a short conversation is the fastest way to see what fits your budget and goals. Choose whichever is easiest for you:
"She explained everything in terms I actually understood, and the plan fit my budget instead of the other way around." Client · VUL and education plan
A free, no-obligation conversation to see what fits — your coverage, your budget, your timeline.