With over 30 years in financial services, I have dedicated my career to building and leading some of the most respected regional and national IFA firms. After a short sabbatical, I founded Vita Planning Limited – my forever home – to create something truly special, both for our clients and our team. Establishing Vita Planning has been a defining milestone, reinforcing my deep commitment to personalised wealth management.
My vision was simple: build a firm that puts people first, empowering clients to achieve financial independence and live life on their own terms.
We don’t believe in one-size-fits-all advice; instead, we take the time to understand what truly matters to our clients and shape strategies that support their ambitions. At its core, our mission is to provide clarity, confidence, and a pathway to financial freedom, so our clients can focus on enjoying life with security and peace of mind.
Vita Planning is more than just a business – it’s the culmination of decades of experience and a belief that great financial advice should be built on trust, expertise, and genuine care. As we continue to grow, my focus remains on ensuring every client feels supported, informed, and in control of their financial future.