Professional Biography
Building strong relationships with clients and seeing our work make a meaningful difference to their lives is the most rewarding part of my role.
How do you describe what you do?
I work closely with senior colleagues to help clients achieve their financial goals through the creation and ongoing management of bespoke investment portfolios.
What's next for you professionally?
I want to continue building my professional network across the South and learning from the experienced practitioners around me, enabling me to provide the best possible support and advice to my clients.
How did you start off in your career?
I started on the Investment Management Graduate scheme here at Evelyn Partners in 2024.
Where's your favourite place to meet with your clients?
Money can often be a difficult thing to talk about, so meeting clients where they feel most comfortable, often in their own home, helps me build a stronger understanding of them, their goals and what is important to them.
What qualifications and memberships do you have?
Chartered Member of the Chartered Institute for Securities and Investment
CISI Level 7 Diploma in Wealth Management
CISI Level 4 Investment Advice Diploma