Professional Biography
For me, it's thinking about what we can still achieve or, more pragmatically, what can still be done. Whether that's with clients, where they move from here, what they should be looking to achieve or how we can help them to do that
How do you describe what you do?
I lead the Investment Management business for Evelyn Partners across the Midlands & South Region. I also manage a significant book of key clients, working with business owners, senior executives and a number of lottery winners.
What's next for you professionally?
Continuing to ensure my clients can achieve their financial objectives; and continuing to support the wider team develop and grow.
How did you start off in your career?
I left university with a degree in Chemistry and became a research scientist with QinetiQ Group. While with QinetiQ, I also completed a PhD in Physics at the University of Cambridge, which opened up the opportunity to move into financial services.
What's your favourite thing about your role?
The variety; I spend time with a wide range of incredibly interesting clients - and then have meetings on the strategy, direction and growth of the business - and then spend time supporting my team; so never a dull moment!
When you're not at work, what's your favourite thing to do?
I love spending time with my wife and 2 sons and I love football. Luckily my wife decided "if you can't beat them, join them" so we are all season ticket holders at Coventry City with the rest of my time spent ferrying the boys to their own fixtures!
What qualifications and memberships do you have?
CFA