Professional Biography
The privilege of getting to know my clients and learning about so many interesting walks of life and experiences.
How do you describe what you do?
I manage portfolios for private clients and charities, and seek to be their trusted adviser.
What's next for you professionally?
To continue to deliver the highest level of service to my clients.
What's the best piece of advice you've ever been given?
Have you considered a career in private client wealth management?!
What's your area of expertise?
Delivering a personal and considered service in managing investment portfolios for charities and private clients, including multi-generational families, across their personal investments, trusts and pensions.
What's your favourite thing about your role?
The privilege of getting to know my clients and learning about so many interesting walks of life and experiences.
What qualifications and memberships do you have?
SII Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investments