Professional Biography
I enjoy meeting new clients, building relationships and helping them to identify and reach their financial goals.
How do you describe what you do?
I am an Investment Manager in Evelyn's Glasgow office where I have worked for over 10 years. I enjoy meeting new clients, building relationships and helping them to identify and reach their financial goals throughout their lifetime.
What's next for you professionally?
I have an interest in ESG investing and have recently taken on a Sector Specialist role researching and advising on all aspects of Responsible Investing.
What's the best piece of advice you've ever been given?
"Life is a marathon, not a sprint."
How did you start off in your career?
After graduation in 2008 I was taking a bit of time out to decide what I wanted to do next. I began working for a sole trading IFA and found it so interesting I ended up staying in the industry.
What qualifications and memberships do you have?
Chartered MSCI.