Professional Biography
I’ve always enjoyed working with people, helping clients achieve their financial goals
How do you describe what you do?
I work closely with individuals, trustees, and their advisors to protect and grow their wealth with thoughtful, long-term investment planning.
What's next for you professionally?
I’m focused on continuing to support existing and prospective clients by strengthening relationships, staying closely attuned to their goals, and helping them navigate the evolving investment landscape with confidence.
How did you start off in your career?
I took a different path than most, joining the business in 2015 through a school leaver programme. University was the plan, but that summer I realised I was just following the crowd, and it didn’t feel right for me.
What's your favourite thing about your role?
I’ve always enjoyed working with people, helping clients achieve their financial goals, especially the next generation of investors, and working alongside smart, driven colleagues who keep me motivated to grow and improve.
Why does my role as a wealth manager matter?
Money isn’t everything, but financial stability is key to a fulfilling life. I help ensure your investments are sensibly managed and aligned with your goals, so you can focus on what matters most.
What qualifications and memberships do you have?
Chartered Wealth Manager