Professional Biography
My path is shaped by experience, curiosity, and a drive to help people make confident financial decisions.
How do you describe what you do?
I help clients make smart financial decisions with clear advice, tailored strategies, and a focus on what really matters to them. Always up for a conversation about markets, goals, or the bigger picture.
What's next for you professionally?
Excited to grow our UK wealth management business by embracing new technologies and helping clients, partners, and teams unlock fresh opportunities with smarter, more connected advice.
What's the best piece of advice you've ever been given?
Taking risks leads to the most rewarding outcomes. Playing it safe might be easier but it’s rarely as exciting or impactful.
How did you start off in your career?
I started out in admin at Standard Life with no idea where it would lead. A decade on, I’d found my path, shaped by experience, curiosity, and a drive to help people make confident financial decisions.
What's your area of expertise?
With experience across UK and international roles, I quickly understand client needs and offer tailored solutions, drawing on what’s worked (and what hasn’t) to give practical, proven advice.
What qualifications and memberships do you have?
Fellow of the Chartered Institute from Securities and Investment