Professional Biography
Treat others the way you want to be treated.
How do you describe what you do?
I manage tailored discretionary investments, and my focus encompasses portfolios for individuals and their families. This includes taxable accounts, ISAs, pensions, and family trusts, with a strong focus on multi-generational wealth transfer.
What's next for you professionally?
I'm motivated by improving our client experience and enhancing our investment thinking. In an ever-changing world my goal is to keep learning and adapting.
Where do you your inspiration to embrace what's next?
One of the best parts of my job is getting to chat with all kinds of people and hear about their life experiences. Their stories can be really inspiring, and it's a good reminder of how much a positive mindset can help.
What's your favourite thing about your role?
I love the contrast in my work, with investment analysis on one side and the personal client connections on the other. It's a wonderful blend, no two days are the same and the rewards are helping our clients fulfill their investment goals.
When you're not at work, what's your favourite thing to do?
Spending time with my young family and when the knees allow running around a hockey pitch playing veterans hockey!
What qualifications and memberships do you have?
- Chartered Fellow of the Chartered Institute of Securities & Investment (CISI)
- CFA ESG Certificate