Professional Biography
I have a passion for making relationships personal and long-lasting
How do you describe what you do?
I have been helping clients to navigate investment markets since 2007, with a passion for making relationships personal and long-lasting while also ensuring clients achieve their ambitions.
What's next for you professionally?
As the world and markets evolve faster than ever, I have to adapt and evolve with them to ensure the persistence of great outcomes for clients.
How did you start off in your career?
I started my career in September 2007, almost to the day that markets peaked ahead of the financial crisis. I would be lying if I said I understood the implications at the time but looking back it was a baptism of fire that I will never forget.
What's your area of expertise?
While I am responsible for our energy sector equity coverage, my background in actuarial maths gives me a subconscious understanding of bonds, liabilities and compounding; the latter of which Einstein described as the 8th wonder of the world!
When you're not at work, what's your favourite thing to do?
I love nothing more than punishing myself by spending a morning battling round a golf course. Patience, mental fortitude and a little bit of luck are always required to deliver a successful outcome.
What qualifications and memberships do you have?
CISI Chartered Wealth Manager.