Professional Biography
Trying to deliver the best outcomes for my clients inspires me to embrace what's next.
How do you describe what you do?
In my role as an Investment Manager, I look after investment portfolios for a wide range of clients. The accounts I manage encompass a broad range of mandates and are bespoke to each clients' individual requirements.
What's next for you professionally?
Continuing to look after my clients and build my client bank
How did you start off in your career?
After completing an Honours Law Degree at the University of Strathclyde, I joined the Smith & Williamson graduate trainee programme in 2011. As part of the graduate programme, I completed my Chartered Wealth Masters qualification.
Where do you get your inspiration to embrace what's next?
Trying to deliver the best outcomes for my clients inspires me to embrace what's next.
Where's your favourite place to meet with your clients?
I am happy to meet clients wherever they feel most comfortable. Meeting in person, particularly in clients' own homes, can help to build the relationship between us and our clients and this is one of the most enjoyable parts of my role.
What qualifications and memberships do you have?
- Chartered Wealth Masters
- Chartered FCSI