Professional Biography
Practice became permanent when playing sport and I start every day with that same ethos. Repeat the good, improve poor habits
How do you describe what you do?
Focused on exceptional long-term relationships. Aim to attract clients with shared values working in partnership with trusted advisors. Provide the highest level of client service with integrity.
What's next for you professionally?
Continue to work with a close group of clients and colleagues at Evelyn Partners leaving a legacy at the firm when I retire at 65!
What's the best piece of advice you've ever been given?
Work as a team. No one can provide exceptional advice without the support of a robust group of professionals. Surround yourself with likeminded individuals with the aim of doing better every day.
Where do you get your inspiration to embrace what's next?
I get inspiration from sport. Having played professional rugby success is driven by accountability. Practice became permanent when playing sport and I start every day with that same ethos. Repeat the good, improve poor habits.
What's your favourite thing about your role?
The people I work with and the clients that trust you to provide robust advice and portfolio management. Simple.