Professional Biography
Surround yourself with brilliant people that you respect and look up to. It helps you to constantly improve when you have a culture of excellence.
How do you describe what you do?
I help individuals and families navigate key financial decisions to build and preserve wealth across generations. I am very privileged to have a role at Evelyn Partners combining my leadership position with being a trusted adviser.
What's next for you professionally?
I'm focused on helping to shape the growth of the business, and indeed, affect positive change in the wealth management sector.
What's the best piece of advice you've ever been given?
Surround yourself with brilliant people that you respect and look up to. It helps you to constantly improve when you have a culture of excellence.
What's an experience with a client that's stuck with you?
What resonates most closely was first realising the importance of helping a couple achieve financial independence at 59 where they thought they would be working into their 70s. It showed me just how valuable our role is in working alongside clients.
How did you start off in your career?
I started working in a small wealth management team within a large accountancy firm. With so many highly technical individuals in the business, it was a steep learning curve!
What qualifications and memberships do you have?
Chartered Financial Planner