Professional Biography
I am passionate about helping people bring clarity to complexity
How do you describe what you do?
I help both UK-based & international clients structure their wealth & investments, optimise tax, & plan for retirement. I provide tailored advice & build long-term relationships to support their financial goals.
What's next for you professionally?
To continue to help my clients (both new and old) navigate the ever-changing legislative landscape, whilst continuing to ensure that their wealth remains both protected and managed in a tax-efficient manner.
How did you start off in your career?
After finishing university, I joined a specialist IFA firm that was later acquired by a large merchant bank. I spent six years in their financial planning team, before moving to Evelyn Partners in 2022 to join the international team.
What's your area of expertise?
Planning for international clients, including those with US-connected status. This includes both 'high-level' considerations like tax-optimisation and structuring, as well as the more 'granular' elements such as investment selection.
What's your favourite thing about your role?
My favourite part of this role is helping clients make real progress toward their life goals. It is not just about financial outcomes, but the meaningful changes that come from having their finances in the right place.
What qualifications and memberships do you have?
Chartered Member of the CII