I have been immersed in the world of financial services since the age of six, when my father set up his financial advice business in 1988. It seemed a natural move for me to convert swinging on the chairs every Saturday morning, to joining the team and beginning my career at 18.  

20 years later, I have witnessed ‘rapid’ developments, led by RDR, technology and ever-increasing levels of professionalism. Gone are the days when young advisers were laughed out of the room for offering pension advice to retirees, as I was back in 2004!  

I believe that a modern financial planner should aim to improve all lives, not just the wealthy, and collectively our responsibility and potential is to elevate society through education, coaching and real, accessible planning.  

In 2021, alongside my super talented and hard working business partner, Lisa Tipton, I set up New World with the intention of making financial planning truly accessible.  Since then we have educated well over 1,000 people, launched the UK’s first full financial planning subscription model, launched an innovative employee financial planning service and a Financial Health Check that can guide the financial lives of anybody that uses it.