Professional Biography
I love providing clarity and strategies that build trust with clients and turning their aspirations into lasting wealth
How do you describe what you do?
I am an investment manager helping individuals, families, and charities navigate markets with confidence. I provide a tailored service with a personal approach because every client’s journey is unique.
What's next for you professionally?
Alongside my role as an investment manager, I will continue to work as an analyst on the direct equities and collective investment teams. I’m passionate about developing junior analysts and associate managers.
How did you start off in your career?
After reading music, my career began working at the Scottish Chamber Orchestra. Having witnessed the financial crash, I wanted to use my interchangeable skills to help others navigate markets. I began my financial career with S&J, now Rathbones.
What's your favourite thing about your role?
Meeting and spending time with people. I enjoy building relationships with clients to understand their needs & what motivates them. As an analyst it means questioning fund & business managers face to face before deciding how to invest for clients.
Why does my role as a wealth manager matter?
My role matters because I help clients secure their financial future—providing clarity, trust, and strategies that turn aspirations into lasting wealth.
What qualifications and memberships do you have?
Chartered Wealth Manager Chartered Fellow of the Chartered Institute for Securities & Investment