Professional Biography
I’m privileged to support clients through life’s financial ups and downs, in many ways it's a bit like being a financial “therapist.”
How do you describe what you do?
I help my clients achieve financial goals with bespoke investment portfolios. I ensure confidence through proactive communication, market analysis, and strategic asset management. I am focused on my client's trust and asset growth and protection.
What's next for you professionally?
Day to day there's nothing better than meeting new clients and helping them reach financial goals. As team head, I also lead investment managers and support staff. What’s next? Continuing to deliver the best for our clients and my team.
What's the best piece of advice you've ever been given?
“The best time to plant a tree was twenty years ago; the second-best time is today.”
What's your area of expertise?
I manage bespoke portfolios for UK/international HNW clients, including divorcees and those in media & entertainment. I also lead Evelyn Partners’ property & real estate team, advising on global markets and investment opportunities.
What's your favourite thing about your role?
I’m privileged to support clients through life’s financial ups and downs, in many ways it's a bit like being a financial “therapist.” An investment management relationship should span decades, built on trust and understanding.
What qualifications and memberships do you have?
Chartered Fellow Institute for Securities & Investment