Professional Biography
My clients require a high level of trust.
How do you describe what you do?
I manage discretionary investment portfolios for private clients including their ISAs, pensions, and trusts. I'm experienced in working with more complex family structures and challenges around inheritance and succession planning.
What's next for you professionally?
I'm focused on advising families to achieve their financial goals. My clients require a high level of trust and investment expertise as well as excellent administration.
What's the best piece of advice you've ever been given?
Patience and perseverance.
How did you start off in your career?
I joined Smith & Williamson in 2007 as an investment management graduate, became a Partner of the business in 2015 and continue to work for the same investment team.
When you're not at work, what's your favourite thing to do?
I split my time between Yorkshire and London. I love walking in the Yorkshire Dales, especially with my wife, two children and dogs. I am passionate about skiing too