Professional Biography
Luck is what happens when preparation meets opportunity .
How do you describe what you do?
I manage investments for families, professionals and charities, both UK based and international. I work closely with other trusted advisers like financial planners, trustees and solicitors to provide holistic wealth management advice for clients.
What's next for you professionally?
Working with my clients to achieve their financial goals so they can pursue their life goals.
What's the best piece of advice you've ever been given?
Say exactly what you mean, not approximately what you mean. I always try to bear this in mind when speaking with my clients as it is very important to me that they are comfortable with my advice.
Where do you get your inspiration to embrace what's next?
One of the most exciting (and daunting) parts of our job is that it is ever changing, but I relish the challenge.
What's your favourite thing about your role?
I love that my role combines both analysing markets and investments and looking after clients, as I find both equally rewarding.
What qualifications and memberships do you have?
- Investment Advice Diploma
- Chartered Wealth Manager