Professional Biography
My job is to breakdown barriers for clients
How do you describe what you do?
I manage portfolios for private clients, pension funds and trusts, producing tailored portfolios across all risk levels. I support professionals, trustees and families, facilitating succession planning and guidance for ongoing generations.
What's next for you professionally?
Continue to support my clients and their families to the best of my ability.
What's your favourite thing about your role?
The relief a client expresses when tricky things are explained simply and clearly, allowing the client to achieve their longer term family objectives via long term investment performance.
When you're not at work, what's your favourite thing to do?
I am a keen artist and observation is an important skill when painting a scene or face. This is reflected in the time I take to observe a client's circumstances and situation before advising them.
Why does my role as a wealth manager matter?
Clients are often busy, and finances are often outside their comfort zone. I feel my job is to break down these barriers, make the administration as simple and efficient as possible, prior to guiding them through the market and its cycles.
What qualifications and memberships do you have?
Chartered Fellow of the Chartered Institute of Securities & Investments (CISI)