Professional Biography
Nothing is as inspiring as being outdoors
How do you describe what you do?
I work with my clients to ensure they are invested as they intend; factoring in their long-term objectives, tolerance of risk and personal preferences. The best way to do this is to truly get to know them and their circumstances.
What's next for you professionally?
I want to continue to focus on a close working relationship with my clients whist embracing the exciting develops in the tech we are able to use.
What's your favourite thing about your role?
Undoubtable it's the people I meet, both with Evelyn Partners but especially my clients. There is such a variety of backgrounds and ages, how they acquired their wealth and what they are looking to achieve.
Where's your favourite place to meet with your clients?
Wherever they feel most comfortable. We have great meeting rooms but often we meet at my clients home which can reveal much more than just what investment strategy and risk profile they wish to follow!
When you're not at work, what's your favourite thing to do?
Being outdoors with my family, ideally up a snowy mountain skiing or messing around on a sandy beach in Brittany.
What qualifications and memberships do you have?
Chartered Fellow of the Chartered Institute for Securities & Investment