Professional Biography
I thrive on helping clients make confident decision to support their long-term goals.
How do you describe what you do?
I manage bespoke investment portfolios tailored to each client’s unique circumstances and objectives. Crucially, we actively adapt these portfolios to reflect evolving market conditions and the inevitable changes in clients’ lives and needs.
What's next for you professionally?
I’m committed to continually evolving as an investment manager—helping clients achieve their goals while actively contributing to Evelyn Partners’ firm wide investment process through my involvement in several central investment committees.
What's your area of expertise?
I work closely with individuals navigating major life changes—particularly divorce—collaborating with my financial planning colleagues to create forward-looking investment strategies that reflect their future needs, always with empathy and care.
Where do you get your inspiration to embrace what's next?
Professionally, I am fortunate to work on a dynamic and talented team who are all driven to provide the best service and outcome for our clients, which gives me confidence and makes me excited for what's next.
What's your favourite thing about your role?
Being able to build long-term relationships with my clients and the ability to really understand what matters to them.
What's next for you personally?
I am incredibly fortunate to have two wonderful daughters, so I see increased taxi driver duties in my future! I am also passionate about championing women's rights, and equality more broadly, in the workplace and in society.
What qualifications and memberships do you have?
Chartered Fellow of the Chartered Institute of Securities & Investment (CISI)