Professional Biography
My favourite part of my job is the relationship building with clients, nurturing an initial professional connection into a more personal relationship
How do you describe what you do?
Alongside our Discretionary clients, I also work with Investment Advisory clients, delivering a joint approach to investment management whereby client and practitioner collaborate to construct our portfolios best suited to their needs.
What's next for you professionally?
Personally, I would love to develop relationships with young individuals in such a way that we can establish ourselves to be in control and comfortable in life, reiterating the importance of saving and building for the future.
What's the best piece of advice you've ever been given?
Treat others as you would like to be treated. We are all one and the same trying to make our way - if we all looked out for each other in a way, I'm sure we'll be feel a lot better off.
What's your favourite thing about your role?
My favourite part of my job is the relationship building with clients, nurturing an initial professional connection into a more personal relationship as you understand their affairs and aspirations and how you can be on hand to help realise these.
What's next for you personally?
I'm very happy on the path that I'm on, and so I hope that my prospective path becomes the reality. In any case, I'm sure I'll be enjoying myself.
When you're not at work, what's your favourite thing to do?
I find exercise, running especially, to be a great way of letting off some steam. Across the board I'm a big sports fan, evidenced particularly by my running of a football club which brings me a lot of joy (& a guaranteed spot in the starting XI!)
What qualifications and memberships do you hold?
- CISI Level 4 Diploma in Investment Advice (Securities)
- CISI Level 7 Diploma in Wealth Management