Megan provides specialist advice to private clients on pensions and investments, as well as estate and tax planning. She works in partnership with her clients to ensure she fully understands their individual circumstances and aims to build long term relationships to ensure their goals are met both now and in the future.
Megan has particular expertise in supporting business owners, HNW individuals and senior executives with their retirement planning and complex tax arrangements. She also assists clients going through divorce, helping them reach financial settlements that are right for their needs and objectives.
After obtaining a Masters in Banking and Finance, Megan joined Saltus in 2015. Megan attained the highest level of qualification possible when she achieved chartered status and is a member of Resolution. She is also highly recognised in the industry having been selected as Citywealth’s Women of the Year 2022. When she is not advising her clients, Megan enjoys travel, taking part in regular beach cleans and practicing yoga.
Megan has particular expertise in assisting clients going through divorce, helping them reach financial settlements that are right for their needs and objectives.