Professional Biography
I love developing deep, long-term connections with clients and their families—it’s what makes this work meaningful.
How do you describe what you do?
I have managed client portfolios within Evelyn Partners since 1999. No two days are the same. My job enables me to meet very nice people, namely my clients. Being trusted to manage their portfolios is a great compliment as well as a responsibility.
What's next for you professionally?
More of the same, I hope. It is very satisfying to develop long-term relationships with clients and their families. Investment management is a constantly evolving business and I look forward to navigating its twists and turns in the future.
What's the best piece of advice you've ever been given?
Don't panic!
How did you start off in your career?
I was always very interested in politics, economics and current affairs in general. I identified stockbroking as a business that appealed to me and my foot in the door was a temporary job as a valuations clerk.
What's your favourite thing about your role?
Meeting people, and getting to know them over time.
What qualifications and memberships do you have?
- Chartered Fellow of the Chartered Institute for Securities & Investment
- Chartered Wealth Manager