Professional Biography
We build lasting relationships and make a real difference for our clients.
How do you describe what you do?
I look after the wealth of high net worth families by investing their capital for the long term.
What's next for you professionally?
To continue helping my team deliver the highest of professional standards for our clients in the ever-changing environment of the industry.
What's the best piece of advice you've ever been given?
To meet and solve challenges proactively as they arise to avoid the risks of escalation.
Where do you get your inspiration to embrace what's next?
For me, embracing everything that we experience in the work environment is driven by the desire to leave a positive example for my children by encouraging a strong work ethic and instilling a responsibility to others.
What's your favourite thing about your role?
We strive to attain a position of great trust, through building long-standing relationships with our clients by communicating well and delivering the highest standards of work and service, to make a meaningful positive difference to our clients.
What qualifications and memberships do you have?
Chartered Fellow of the CISI