Professional Biography
The most rewarding part of the job is meeting and getting to know clients - every client has a story to tell!
How do you describe what you do?
I manage bespoke investment portfolios for onshore and offshore private clients, trusts, corporate clients, and charities.
What's next for you professionally?
To continue to work closely with the Evelyn & NatWest FPs and build my book of clients and network in the area.
How did you start off in your career?
Investment Graduate scheme that was structured so that I spent a couple of months in each part of the business. You also quickly understand the intricacies of how a business works and how all of the different pieces fit together.
What's your area of expertise?
Income strategies.
Where's your favourite place to meet with your clients?
Meeting at a place where clients feel comfortable to speak openly about their finances is important. Very often this is at their home.
What qualifications and memberships do you have?
Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Chartered Wealth Manager status.