Professional Biography
Seeing the positive impact on theirs and their families' lives is deeply rewarding.
How do you describe what you do?
Through investment management tailored to your individual requirements, I ensure your assets reflect your goals, values and stage of life. Helping you navigate life’s financial journey and prepare for whatever comes next.
What's next for you professionally?
Evolving as a forward-thinking investment manager. Ensuring portfolios adapt and reflect the ever-changing investment environment, technological advancements and other structural trends, so that assets grow in the world ahead and not the one behind.
What's your favourite thing about your role?
What I love most is building lasting relationships and knowing I’ve helped someone achieve their goals. Seeing the positive impact on theirs and their families' lives is deeply rewarding.
Where's your favourite place to meet with your clients?
Wherever clients feel most comfortable - whether that’s our office, their home, a coffee shop, or online. When trust is built in the right setting, we can give the best advice to help them achieve their goals.
Why does my role as a wealth manager matter?
My role matters because I help people turn financial goals into reality. By building trusted relationships and offering tailored advice, I aim to make a meaningful, lasting impact on their lives and futures.
What qualifications and memberships do you have?
Chartered Wealth Manager (CWM) and Chartered MSCI on CISI