Professional Biography
I'm inspired by the trust our clients place in us and the collaborative energy of my colleagues.
How do you describe what you do?
I support individuals, families, trusts and charities with tailored portfolio management and investment strategies. My goal is to preserve our clients' capital and deliver long-term growth, while always keeping their goals at the heart of what I do.
What's next for you professionally?
Now that I have attained chartered wealth manager status, I am looking forward to progressing fully into the investment manager role in Spring 2026 so that I can further support clients to achieve their investment objectives.
Where do you get your inspiration to embrace what's next?
I'm inspired by the trust our clients place in us and the collaborative energy of my colleagues. Each new challenge pushes me to grow professionally and deepen my understanding, so we can shape smarter, forward-looking investment strategies together.
When you're not at work, what's your favourite thing to do?
I love spending time outdoors and unwinding with friends and family. I'm a keen 'Parkrunner', and find that this is a great way to combine fitness with community spirit, and also enjoy going for long walks in the countryside.
Why does my role as a wealth manager matter?
My aim is to help our clients navigate complex financial decisions with confidence and clarity. It's incredibly rewarding to build long-term relationships and know that the work I do contributes to our clients' financial wellbeing and peace of mind.
What qualifications and memberships do you have?
- CISI Level 7 Chartered Wealth Manager
- CISI Level 4 Investment Advice Diploma