Professional Biography
A piece of advice I carry with me is 'always listen more than you speak'
How do you describe what you do?
I help clients plan for their future by understanding their unique circumstances and goals. I enjoy matching Evelyn Partners’ solutions to their needs and working collaboratively to achieve their aspirations
What's next for you professionally?
I enjoy my current role and would never want to not be in a client facing role. I plan to keep doing what I am doing for the foreseeable future.
What's the best piece of advice you've ever been given?
Two great things try to live by, treat every others as you would like to be treated try to listen more than I speak. The second one is sometimes hard for me.
What's your area of expertise?
Corporate Protection and Pension Transfer Specialist
What's your favourite thing about your role?
Meeting new and existing clients is much more enjoyable than taking care of the paperwork. I have worked with some connections for 20 plus years and catching up with these friends, as they have become, is special.
What qualifications and memberships do you have?
- DipPFS, - Chartered Insurance Institute
- Pension Transfer Specialist
- MCIOBS - Member Chartered Institute of Bankers Scotland