Professional Biography
I hope to close the financial advice gap empowering clients to make informed, confident decisions about their future
How do you describe what you do?
I support investment managers in managing client portfolios, focused on preserving and growing wealth.
What's next for you professionally?
My next step is growing my own client base, with a focus on developing trusted relationships and delivering exceptional service.
How did you start off in your career?
I began my career at a boutique wealth management firm serving US/UK clients. At this company I worked across financial planning and investment management, gaining a deep understanding of clients financial needs and how these can be met.
Where do you get your inspiration to embrace what's next?
I’m inspired by the pace of change in technology, the evolving needs of clients, and the growing opportunity to make financial advice more accessible, relevant, and impactful for people.
Why does my role as a wealth manager matter?
Millions in the UK lack access to quality financial advice. As a wealth manager, I hope to close that gap by offering trusted advice and empowering clients to make informed, confident decisions about their financial future.
What qualifications and memberships do you have?
- Chartered Wealth Manager (Level 7)
- Investment Advice Diploma (Level 4)