Professional Biography
The most enjoyable part of my role is that every client is different. It keeps conversations meaningful and ensures no two days are ever the same.
How do you describe what you do?
I work with private clients to help them grow and protect their wealth through personalised investment advice, bespoke portfolios and ongoing support tailored to their goals.
What's next for you professionally?
Helping clients and their families across generations feel more confident about their finances by making complex investment conversations straightforward.
What's the best piece of advice you've ever been given?
Nothing grows in the comfort zone.
What's an experience with a client that's stuck with you?
One thing that has stayed with me is how often financial responsibility sits with just one family member. I believe everyone should have some understanding of the plan and know they have trusted support to rely on if life takes an unexpected turn.
How did you start off in your career?
I joined the firm as a Graduate Investment Manager after graduating in Civil Engineering. Along the way, I discovered that my interests lay in financial markets and working with people.
What qualifications and memberships do you have?
CFA Charterholder
Chartered Wealth Manager (CISI)