Professional Biography
I help individuals and charities align their investment decisions with their values
How do you describe what you do?
I work with private clients, charities, trusts, and companies to help them achieve their ethical and financial goals with peace of mind.
What's next for you professionally?
I’m focused on deepening my expertise in sustainable investment. I want to continue to build stronger connections with sustainably minded individuals, businesses and Charities across Northern Ireland, helping them align their wealth with their values
What's the best piece of advice you've ever been given?
I was once told to ‘focus on what you can control’, something that I find increasingly more important in a world where the list of things that one could worry about seems to be growing exponentially.
Where do you get your inspiration to embrace what's next?
It’s a cliché, but from my friends and family. Each one has a part of their personality that’s inspiring, so just learning from their experiences and leaning on them.
Where's your favourite place to meet with your clients?
Always at their homes, as nice as our offices are, it's so much more personal and you get to know your clients so much better meeting on their terms.
What qualifications and memberships do you have?
CFA - Certificate Impact Investing