Professional Biography
I love working with entrepreneurs, their drive and 'just do it' attitude.
How do you describe what you do?
I help our financial planners and investment managers reach new clients and add value to existing ones. We do this through compelling insights and events, and by working closely with our network of other external professional advisers.
What's next for you professionally?
After working on re-launching our offering for entrepreneurs, it's great to see new entrepreneur insights and more Evelyn colleagues becoming experts in working with business owners. Next, I'm keen to help encourage entrepreneurs explore philanthropy.
How did you start off in your career?
I’ve had a very varied career – starting with a music degree, then working in charity fundraising for a decade before moving into financial services. I really like the fact that life can take you down different paths and bring different experiences.
What's your area of expertise?
I’ve worked with entrepreneurs in both my philanthropy and financial services careers, and love their drive and just do it attitude. From my previous career and current charity Chair role I also have passion and expertise in the philanthropy world.
Where do you get your inspiration to embrace what's next?
I believe that life is a series of chapters, and that throughout your life there can be many. It’s this that makes helping clients prepare for their next chapter and embrace what’s next so rewarding.