Professional Biography
You learn more from failure than you do from success
How do you describe what you do?
Giving clients clarity and confidence in their investments so they can work best to achieve their future needs and aims.
What's next for you professionally?
Working towards my chartered wealth management status in the next couple of years and continuing to learn from the experience and expertise of my colleagues in the Belfast Office
What's the best piece of advice you've ever been given?
You learn more from failure than you do from success
How did you start off in your career?
Played 15 years of professional rugby with Ulster Rugby and just started my wealth management career in October 2024
What's your favourite thing about your role?
Getting out and about to meet different people and helping them to meet their financial goals
When you're not at work, what's your favourite thing to do?
Walking my three dogs and spending time with my wife and two kids
What qualifications and memberships do you have?
CISI IAD Level 4