Splitting my time between Devon and London, I provide wealth management advice to clients based across the South West, the City, and further afield. I seek to guide each client successfully through life’s financial journey by helping them identify, understand and achieve their long term financial goals. I focus on:
When I am not crunching numbers, I am a keen rugby player and enjoy supporting my local clubs Exeter Chiefs and Exmouth RFC.
I am the business development director for Fowler Financial Planning. Building on my experience as a lawyer (no longer practicing) in the City and offshore, I focus on developing mutually beneficial professional referral networks between Fowler Financial Planning and businesses in the South West and London.
Splitting our time between Devon and London, Fowler Financial Planning provides wealth management advice to clients based across the South West, the City, and further afield. We seek to guide each client successfully through life’s financial journey by helping them identify, understand and achieve their long term financial goals.
I read English Law and French Law at the University of Exeter and the University of Rennes, before training as a solicitor. Following a successful career as a solicitor in London and Jersey working in both infrastructure and alternative investment funds, I joined Fowler Financial Planning in 2017.
Outside of work, I enjoy playing & watching rugby, horse riding and singing.
I joined Fowler Financial Planning in May 2019. Based out of Exeter, I provide bespoke financial advice to my clients living across the country. I help each of them plan out their long-term financial goals by understanding their current and future needs then working with them to build a successful plan to bring their needs and goals together.
I currently specialise in protection planning and mortgages.
I chose to step into the world of financial advice because, after changing careers, I had to refresh my financial plan. I had to go through all areas of my life and make sure that I was planning for now and the future. It made me realise that across our lives people go through this journey many times over and it is easy to get lost or confused on the way. I want to help make the journey as clear and simple as it can be.
I joined the Royal Marine Commandos in 2003 and served for over 15 and a half years. During my service I successfully deployed on operations with all three commando units, spending over a year stationed abroad. I have now chosen to work with Fowler Financial Planning so I can continue to help and protect people.
In my spare time I like to keep fit and spend time with my two boys.
I joined Fowler Financial Planning in October 2019 as the Practice administrator. My role focuses simultaneously on client servicing and business processing.
In previous years I have spent time within the retail banking sector, either in commercial lending or client support.
I have a keen interest in martial arts which I practice and coach; I have also done volunteer work within the Exeter community. More recently I have moved from the centre of Exeter to the local countryside to enjoy more rural activities like horse riding.
I joined Fowler Financial Planning in August 2018 as a Paraplanner. I assist the team in collating and analyzing information for existing investments, and preparing forecasts for potential future investments.
Before joining Fowler Financial Planning, I worked as an experienced administrator with a background in intellectual property law and family law.
In my spare time I enjoy exploring the Jurassic coastline with my Yorkie, and spending time with my family.
I joined Fowler Financial Planning as a financial services trainee in October 2019, having completed my studies at Exeter School in 2018.
Between finishing my A-Levels and starting my career at Fowler Financial Planning I spent a year abroad. During this time, I spent nearly 5 months as a ski guide in Italy.
Once back from my travels I undertook work experience with both Fowler Financial Planning and one of the fund managers available to our clients, KKR in London. During this time, I was able to focus on planning my career path and I realized that I wanted to get started right away rather than going to university.
The way Fowler Financial Planning is run allows for an exceptional level of personal growth which enables us to continually provide our clients with the best possible service. As part of this personal and professional growth, I have started studying for the CII diploma in Regulated Financial Planning. Upon completion this will allow me to start giving financial advice. I aim to be a financial adviser by 2023.
Outside of work, I play rugby and golf, and I also have a passion for the mountains: spending some winter weekends skiing and, during the summer months, climbing.