Professional Biography
The financial world can seem unneccessarily complicated at times, my role is to cut through the noise
How do you describe what you do?
I manage portfolios for individuals and families across all life stages and across complex structures including Open Ended Investment Companies, Family Investment Companies, SIPPs and Family Trusts.
What's next for you professionally?
My focus is continually advancing my expertise in investment management, strengthening client relationships and delivering strategies to help them navigate markets with confidence.
How did you start off in your career?
Like many, I started my career at Evelyn Partners joining the graduate scheme in 2021. The graduate scheme provided a solid foundation and developed my skills in all niches of the investment manager role.
What's your favourite thing about your role?
The variety; in my role I'm able to both develop client relationships and conduct thorough investment research which in turn leads to a deeper understanding of markets and better client outcomes.
Why does my role as a wealth manager matter?
The financial world can seem unnecessarily complicated at times and as a wealth manager you can cut through the noise and allow clients to get the most out of their hard-earned savings, whatever that might look like for them.
What qualifications and memberships do you have?
- Chartered Wealth Manager Qualification
- Chartered MCSI