Professional Biography
I want to change the stigma around wealth management for younger people and get more people investing!
How do you describe what you do?
First and foremost, I aim to preserve and grow the wealth of my clients in real terms over time. In practice, this means analysing markets and assessing risks to create and maintain portfolios that align with a clients' objectives and goals.
What's next for you professionally?
Having transitioned from Birmingham to London in April 2025, I have been laser-focussed on working with a new group of colleagues and clients. Beyond this, I want to progress my career keeping my clients at the heart of everything I do.
What's the best piece of advice you've ever been given?
If you ever fail at something, make sure you fail well.
What's your favourite thing about your role?
Working with so many clients from all different walks of life.
When you're not at work, what's your favourite thing to do?
Play tennis, football or padel. Watching plenty of live sports including football, F1 and rugby. Socialising with friends and family.
Why does my role as a wealth manager matter?
I think that the UK as a whole, but especially younger generations, are unaware of the benefits that investing over the long-term can do for them. I want to change the stigma around wealth management for younger people and get more people investing!
What qualifications and memberships do you have?
- Chartered Wealth Manager
- Investment Advice Diploma
- BSc (Hons) degree in Economics