Professional Biography
If I look after my clients they will look after me.
How do you describe what you do?
I have worked in investment management since 1998, looking after a wide variety of clients but focused on individuals and their families.
What's next for you professionally?
To make the most of the opportunities, both in markets and new technology, to enhance the services I provide to my clients.
What's the best piece of advice you've ever been given?
If I look after my clients they will look after me. The first piece of advice I was given on entering the industry. It has never failed me.
What's your favourite thing about your role?
Getting to know my clients well, being able to help them with their financial decisions and ensuring that their assets are doing what they want and that they are comfortable with everything that we do for them.
When you're not at work, what's your favourite thing to do?
Looking after my garden, in particular my vegetable patch.
What qualifications and memberships do you have?
Chartered Fellow of the Securities Institute.