Professional Biography
I help my clients make their money work.
How do you describe what you do?
I help my clients make their money work for them to support their goals and align with their personal values.
What's next for you professionally?
To continue to provide exceptional service to clients and grow our reputation across the South.
What is your area of expertise?
I have a personal passion for and professional interest in sustainable and responsible investments. I have undertaken additional qualification in this area and enjoy researching new themes and how to make the best investments in them
What's your favourite thing about your role?
I really enjoy learning about new people, whether that's clients, colleagues or people I come across through work events. It is always fascinating to learn about someone new, find out what makes them who they are and hear their stories.
When you're not at work, what's your favourite thing to do?
I love to read; to me there's nothing better than getting lost in a new world or experiencing things through other people's eyes. Curling up in front of the fire with a good book and a warm hot chocolate is my idea of heaven.