Professional Biography
I look to make sure your best foot is forward, and to give you the best chance at success.
How do you describe what you do?
I look to reassure my clients, who are all on their own journeys. I look to make sure your best foot is forward, and to give you the best chance at success. I use my experience and knowledge to guide you on your path towards achieving your goals
What's next for you professionally?
Life is all about learning for me! In this world, things change so quickly, and I need to be adaptable with these changes. As I continue to grow, I can only hope this will help me to better understand how to guide my clients.
How did you start off in your career?
I studied law at university, thinking I would get to live my best 'Legally Blonde' life, but when I graduated, I was offered a great role at EY. They put me through financial planning exams, my first taste of a new path, and the rest is history!
Where's your favourite place to meet with your clients?
Definitely in their home! The amount of insight you can get into someone’s life from being in their space, where they feel the most comfortable is unmatched. It opens deeper conversations about families, hobbies, and especially if they have dogs!
Why does my role as a wealth manager matter?
The age of AI, information is readily available at your fingertips, however, I am confident that my role matters, because I help you to cut out the noise, to see what really matters, and all you can achieve. A human touch cannot be replaced.
What qualifications and memberships do you have?
- FPFS - Fellowship in Financial Planning
- MLaw (Exempting) - Master's degree in Law