Professional Biography
Listen more than you speak. The most valuable insights come from truly understanding others.
How do you describe what you do?
I manage bespoke portfolios and relationships with charities, pensions, trusts and high net worth individuals.
What's next for you professionally?
I’m focused on delivering for my clients, deepening existing relationships, helping more clients and being part of a successful team.
What's the best piece of advice you've ever been given?
Listen more than you speak. The most valuable insights come from truly understanding others.
What's your favourite thing about your role?
The relationships with my clients. I genuinely enjoy getting to know them - their goals, values and what matters most to them. Helping them navigate life’s financial decisions and seeing the impact of good advice over time is incredibly rewarding.
Why does my role as a wealth manager matter?
My role matters because I help clients make informed decisions about their wealth. I help them protect what they’ve worked hard for and give them peace of mind about the future. It’s about trust and making a real difference in their lives.
What qualifications and memberships do you have?
- Chartered Financial Analyst (CFA)
- Masters Degree in Investment Analysis
- Member of the Chartered Institute for Securities & Investments (CISI) and the CFA Institute