About me

Dovetail Wealth Financial Planning was founded with a clear purpose: to put your needs at the heart of everything we do. Too often, financial advice is product-led, fragmented, or handed off between different advisers with no one looking at the fullpicture. I built Dovetail to be different. Here, all aspects of your financial planning are joined up, considered together, and always centred around what matters most to you.

Whether you are a business owner navigating the complexities of running a company alongside your personal finances, a director planning for the future, a professional building long-term financial security, or a family looking to protect and grow what you have worked hard for, I understand that your financial life is unique. My role is to listen, understand, and build a plan that is built around your life, not just your finances.

Based in Sale, Greater Manchester, I work with clients across the North West and alongside professional advisers including accountants, solicitors and brokers who want their clients to have access to genuinely holistic financial planning.

My goal is simple: to become the financial planning practice that clients across the region trust to bring their whole financial picture together, and to keep doing that for the long term.

Where your life and your finances connect, that is where you will find me.