Professional Biography
No two days are the same, and that keeps the role dynamic, engaging, and rewarding.
How do you describe what you do?
I help clients grow and protect their wealth by managing tailored investment portfolios designed around their goals and requirements.
What's next for you professionally?
I'm focused on growing and strengthening long-term relationships and supporting clients through their investment journey.
What's your favourite thing about your role?
What I enjoy most is the variety - whether it’s meeting clients, navigating changing markets, or uncovering new opportunities. No two days are the same, and that keeps the role dynamic, engaging, and rewarding.
When you're not at work, what's your favourite thing to do?
I love exploring new places and cultures - recent highlights include Norway, Canada, and Vietnam. I also enjoy staying active through hiking, running, and cycling, and I’m a passionate supporter of Bristol City as a long-time season ticket holder.
Why does my role as a wealth manager matter?
I help clients connect capital with purpose - bringing clarity to complex decisions, structure to their plans, and resilience to their portfolios so they can move forward with confidence.
What qualifications and memberships do you have?
- Chartered Member of the Chartered Institute for Securities & Investment (CISI)
- BSc (Hons) Accounting and Finance
- Member of the CFA Society UK, (IMC)
- Diploma in Investment Management (ESG), CFA UK