Professional Biography
Time in the market beats timing; process over predictions
How do you describe what you do?
Helping clients reach real, inflation-beating goals, sizing risk to their needs and keeping portfolios suitable and transparent. Day to day: client reporting, portfolio management, and investment research across direct equities and collective funds.
What's next for you professionally?
Building trusted client relationships, stewarding capital per our philosophy: preserve first, compound steadily, owning cash-generative, resilient businesses, and ignoring market noise. Patient, real-return compounding over cycles, not timing.
What's the best piece of advice you've ever been given?
“Always protect the downside.” Preserve capital, size risk, own moat-protected compounders with durable free-cash-flow profiles and be patient. Time in the market beats timing; process over predictions; let compounding do the heavy lifting.
What's your favourite thing about your role?
Turning complexity into clarity: aligning portfolios to real-world goals, hands-on portfolio management, grounding decisions in valuation to preserve capital, and investment research that backs compounding, partnering with clients through cycles.
Why does my role as a wealth manager matter?
Stewardship of capital. I align risk with life plans, protect purchasing power, and help clients avoid permanent loss of capital and behavioural mistakes. Patient compounding works, quietly, over time.
What qualifications and memberships do you have?
Chartered Member of CISI (Chartered Institute of Securities & Investments)