Professional Biography
I help people reach their financial goals. Without that trusted person there clients can feel lost
How do you describe what you do?
I manage discretionary investment mandates for individuals, families, and trusts, delivering tailored portfolio strategies that align with long-term financial goals and evolving client needs.
What's next for you professionally?
Continue to grow my asset base to help more individuals, families and company's achieve their financial goals
How did you start off in your career?
I started my career through the graduate programme at Evelyn Partners
What's your favourite thing about your role?
The variability of the role and the people we speak to daily
Why does my role as a wealth manager matter?
I help people reach their financial goals whatever they may be, without that trusted person there clients can feel lost
What qualifications and memberships do you have?
Chartered Wealth Manager