Professional Biography
My role is to build and manage the right portfolio for you, aligned to your specific goals - outcome focused, considered, flexible, and communicated clearly.
How do you describe what you do?
I assist charities, entrepreneurs and private clients with their investment needs - constructing tailored portfolios specific to the unique objectives, considerations and circumstances of each client.
What's next for you professionally?
Investment managers must continually adapt to changing economic and political circumstances, challenging our own opinions to remain ahead of shifting risks and opportunities. My emphasis will always be on improving outcomes for clients.
How did you start off in your career?
After graduating with a master’s in particle physics in 2014, I started my career at the Financial Conduct Authority for three years before joining Evelyn Partners.
What is your area of expertise?
- Charities & Not-For-Profits
- Entrepreneurs & business owners
- Holistic private client solutions
- Responsible investment
- Innovative portfolios with diversified return drivers to perform through market cycles
- Treasury & cash management.
Why does my role as a wealth manager matter?
Wealth management is holistic – bringing together investment, tax and ethical considerations, with clear guidance through complex asset classes and the added strength of our extensive specialist professional networks.
What professional qualifications and memberships do you have?
CISI Level 7 Diploma in Wealth Management.