Professional Biography
Life can at times be complicated to navigate, when it comes to financial matters having a trusted advisor to call on provides clarity, confidence and peace of mind.
How do you describe what you do?
I build relationships with clients so as to best manage their investment portfolios and meet their financial goals throughout all stages of life.
What's next for you professionally?
Continually developing has been a theme throughout my career, there's always something new to learn. Advancements in technology will undoubtedly play a key role in the next stage of my career.
How did you start off in your career?
I started my career in banking in 2002 and enjoyed working with business and private banking clients. I also gained experience in foreign exchange trading which sparked my interest in investment management.
What's your favourite thing about your role?
I've always enjoyed getting to know people, clients and colleagues alike, it's really important to take the time to get to know one another and maintain relationships.
Where's your favourite place to meet with your clients?
Wherever is most convenient for our clients - whether that's in one of our offices or sitting in their garden on a sunny afternoon.
What qualifications and memberships do you have?
BA, MSc in Professional Banking
Chartered Banker
Certificate in Private Client Investment Advice and Wealth Management (level 6)
Chartered FCSI