Professional Biography
I advise people find clear thinking and confidence with a plan for their what comes next, using strategy and teamwork, just like in sport.
How do you describe what you do?
I support the strategic oversight and execution of investment portfolios, working to deliver tailored financial solutions to private clients, charities, and corporations.
What's next for you professionally?
Next for me is owning client relationships - taking the lead in meetings, managing portfolios directly, and starting to build my own book while growing influence across the local area.
How did you start off in your career?
I started my career in the client administration role, which really helped build my knowledge of the business and, also, all of the 'hidden' work behind the scenes that goes into servicing clients.
What's your favourite thing about your role?
My favourite part of the role is helping clients reach their goals - whether it's growing their wealth, planning for the future, or navigating market shifts. It’s worthwhile knowing the work makes a real impact.
When you're not at work, what's your favourite thing to do?
Outside of work, I love both sports (cricket & football) and the outdoors. Playing cricket, watching football and going on long walks all help me unwind!
What qualifications and memberships do you have?
- Member of the CISI
- Chartered Wealth Manager Qualification