Professional Biography
I thrive on analysing portfolios—both existing and prospective—and offering insights that enhance construction and implementation
How do you describe what you do?
I aim to enhance the client proposition for advisors by delivering bespoke portfolio solutions and fostering collaboration through the exchange of best practice, market intelligence, and strategic insight to drive stronger client outcomes.
What's next for you professionally?
We’ve only begun to unlock the potential of partnerships with IFA firms nationwide. My focus now is to build on the foundations laid and fully leverage the scale, expertise, and platform Evelyn Partners provides to deliver greater impact.
What's your area of expertise?
I’m a self-confessed portfolio construction geek. I thrive on analysing portfolios—both existing and prospective—and offering insights that enhance construction and implementation, all with the goal of delivering better client outcomes.
Where do you get your inspiration to embrace what's next?
I’m inspired by working in an organisation that not only embraces change but actively seeks it—constantly reviewing best practice, evolving with technology, and responding to client needs. It’s refreshing to contribute to that momentum.
What's your favourite thing about your role?
My favourite part of the role is the autonomy to shape my work. I thrive on the trust I’m given, while also collaborating with colleagues to solve problems, share knowledge, and inspire each other toward great outcomes.
What's next for you personally?
By the end of 2025, our family of three will become four with the arrival of a baby girl. I’m excited to see my two-year-old son welcome his little sister — it’s a special chapter we’re all looking forward to.
Do you have a significant experience that your clients would want to hear about?
Padel is booming across the UK, and I bring experience as a player, investor, and consultant. As Evelyn Partners’ padel ambassador in Edinburgh, I’m proud to support our newly launched Padel Club—connecting my professional and personal passions.
What qualifications and memberships do you have?
Chartered Wealth Manager