Professional Biography
What gives me the biggest sense of achievement is when I know I've made a real difference to either a client or a colleague
How do you describe what you do?
I specialise in managing investment portfolios for both private clients and financial advisers. I manage a wide range of portfolio solutions, including pensions, offshore bonds, charities, trusts, and ethical or sustainable investment portfolios.
What's next for you professionally?
Having joined Evelyn Partners at the beginning of 2025, I am excited about the opportunity of helping to grow the investment management proposition and the team in the Newcastle office
What's the best piece of advice you've ever been given?
A poor experience with administration or service can cost you a client. This advice has shaped my approach throughout my career, and I am committed to giving my clients the highest standard of service.
What's your favourite thing about your role?
It sounds very cliche but simply helping people. Ive met some amazing people throughout my career and what gives me the biggest sense of achievement is when I know I've made a real difference to either a client or a colleague.
When you're not at work, what's your favourite thing to do?
I have recently moved back to Newcastle after 18 years in London. I am enjoying making new friends and rediscovering the area. I love spending time in the great outdoors and being active so can't wait to make the most of this beautiful region.
What qualifications and memberships do you have?
Chartered Fellow of the Chartered Institute for Securities & Investment (CISI)