Professional Biography
Managing investments on behalf of private individuals requires a continued commitment to learning and this remains my focus.
How do you describe what you do?
I have been with Evelyn Partners for 10 years and work closely with my clients to build bespoke investment portfolios tailored to their individual requirements.
What's next for you professionally?
I will keep delivering excellent service and outcomes for my clients. Managing investments on behalf of private individuals requires a continued commitment to learning and this remains my focus.
What's your favourite thing about your role?
My favourite thing about the job is the people, both clients and colleagues. It’s a uniquely social role, both in the way we manage investments tapping into the expertise of the whole firm and in how we get to know our clients extremely closely.
Where's your favourite place to meet with your clients?
One of the pleasures of this job is making professional relationships more personal and so my favourite place to meet clients is either in their homes or at an event that we have been able to invite them to, be it cultural or sporting.
When you're not at work, what's your favourite thing to do?
Outside of work, I have two young boys who are my priority, and I make sure to spend as much time as possible with them. If I get a moment to myself, I will play golf or go to a rugby match with friends and family.
What qualifications and memberships do you have?
- Chartered Financial Analyst
- Chartered FCSI