Professional Biography
I'm passionate about helping charities with investments that align with their mission
How do you describe what you do?
I work with clients to help them reach their financial goals by building investment portfolios that reflect their requirements. Solutions often involve incorporating ESG preferences, ethical considerations, or more complex requirements.
What's next for you professionally?
I’m always looking for better ways to serve clients, and I believe technology plays a vital role in enhancing the investment experience.
What's the best piece of advice you've ever been given?
Aim for excellence, not perfection.
What's an experience with a client that's stuck with you?
I recently worked with a multi-generational family: grandparents, their adult children, and young grandchildren. They were feeling overwhelmed by the complexity of their financial situation and we offered reassurance and confidence in a solution.
How did you start off in your career?
I spent the early part of my career in London, building a strong foundation by supporting senior professionals in roles similar to the one I hold today
What's your area of expertise?
Working with charities is a core area of my expertise, where I build more complex portfolios that aim to align with each organisation’s mission and long-term purpose
Where do you get your inspiration to embrace what's next?
From the trust that clients place in me
What's your favourite thing about your role?
One of the most rewarding aspects is the opportunity to build strong relationships with people who I may never have met otherwise, and helping them achieve their goals
What's next for you personally?
Continuing to grow my relationships, mentoring others where I can
Where's your favourite place to meet with your clients?
Edinburgh Futures Institute! It is an amazing building that reflects both tradition and cutting-edge innovation so neatly aligns with Evelyn Partners
When you're not at work, what's your favourite thing to do?
Spend time with my family, ideally outdoors
Why does my role as a wealth manager matter?
I like to think I help empower people by giving them confidence in their financial futures
What qualifications and memberships do you have?
- Fellow of CISI
- CISI Diploma in Fund Management
- CFA Certificate in ESG Investing