Professional Biography
Every client and family I meet brings a unique story. I enjoy helping them make confident investment decisions that support the future they’re building.
How do you describe what you do?
I provide bespoke investment solutions tailored to the unique needs of high-net-worth families, entrepreneurs, and business owners.
What's next for you professionally?
Helping business owners make the transition from business wealth to personal wealth has been a key area of focus for me and I want to help continue grow this sector of our business.
What's the best piece of advice you've ever been given?
Learn how to get things done.
How did you start off in your career?
I joined Evelyn Partners in 2015 after working a few different roles in operations for other wealth management businesses. Living and training in London for one of those roles during the 2012 Olympics was a highlight.
What's your area of expertise?
The clients I have experience working with include business owners and entrepreneurs, IFA introduced clients and sports & media professionals.
Where do you get your inspiration to embrace what's next?
I like to think I'm highly adaptable and always seeking to improve and implement change for the better. Looking forwards comes naturally.
What's your favourite thing about your role?
No two days are the same.
Where's your favourite place to meet with your clients?
Anywhere that serves good coffee!
When you're not at work, what's your favourite thing to do?
Be outdoors, whether that be on the golf course or out with the kids keeping them active.
Why does my role as a wealth manager matter?
As technology and AI take over more of daily life, the importance of real, face‑to‑face and truly personal advice continues to grow and add value.
What qualifications and memberships do you have?
Chartered Fellow of the Chartered Institute for Securities & Investment
CISI Chartered Wealth Manager
CII Diploma in Financial Planning
CFA Investment Management Certificate