Professional Biography
I help clients protect and grow their wealth through tailored investment advice. I take a long-term view, supporting families across multiple generations in achieving their goals.
How do you describe what you do?
As an investment manager, I help clients protect and grow their wealth through tailored investment advice. I take a long-term view, supporting families across multiple generations in achieving their goals.
What's next for you professionally?
Continuing to guide our clients with clarity and confidence in an ever-changing world, ensuring their long-term goals remain on track regardless of the economic climate.
How did you start off in your career?
I joined the middle office at Evelyn Partners (then Smith & Williamson) in 2016 and after moving to the front office a few years later, I was put through the Chartered Wealth Manager exams and begin my current role as an investment manager.
What's your favourite thing about your role?
Two things. The variation from day to day and helping clients who are genuinely appreciative of what you do.
When you're not at work, what's your favourite thing to do?
I have an 18-month-old son who is adept at keeping me on my toes. Besides this I enjoy working on my golf swing, although progress has been a little slower than I'd hoped...
What qualifications and memberships do you have?
MCSI.