Professional Biography
I am always looking to strive for excellence and produce the best possible outcomes for clients.
How do you describe what you do?
Day to day, I work closely with private clients, trusts and corporates. Alongside managing these relationships, I am responsible for portfolio management and ongoing investment research across various asset classes.
What's next for you professionally?
I am always looking to strive for excellence and produce the best possible outcomes for clients. This means continuing to analyse the ever-changing investment landscape to identify opportunities and risks.
How did you start off in your career?
I started my career in the pensions industry at Willis Towers Watson as an Investment Analyst. This has given me a strong knowledge around pensions which is helpful given a large proportion of my clients entrust us with their pensions and retirement.
What's your favourite thing about your role?
My favourite part of being a wealth manager is to build relationships with clients, developing a deep understanding of their financial and personal situations. This allows me to tailor my services to each individual client to best meet their needs.
When you're not at work, what's your favourite thing to do?
Outside of work, I have many hobbies including golf, rock climbing and playing guitar. My favourite thing to do though is to travel and experience new things.
What qualifications and memberships do you have?
Chartered Wealth Manager