Professional Biography
Trust is built over time by delivering consistent, transparent advice - especially through complex or changing circumstances.
How do you describe what you do?
I create and manage bespoke and model portfolios for private clients, families, companies, charities, and trusts, working closely with accountants, solicitors, and planners to enhance clients’ financial well-being.
What's next for you professionally?
Continue expanding my portfolio management expertise, taking on even more complex mandates, and stepping into greater leadership - especially in sustainable and alternative investments.
What's the best piece of advice you've ever been given?
That trust is built over time by delivering consistent, transparent advice - especially through complex or changing circumstances. That trust is invaluable and enables me to support clients and their families across generations.
What's your favourite thing about your role?
My favourite thing about my role is building long-term relationships with clients and helping them achieve their financial goals. I enjoy the challenge of navigating changing markets and tailoring strategies to each client’s unique needs.
Why does my role as a wealth manager matter?
Managing wealth can be overwhelming, particularly as finances become more complex. By guiding clients through the ever-changing landscape, we help protect their wealth and achieve their goals, freeing up more time to spend with those who matter most.
What qualifications and memberships do you have?
- CFA Program Level I
- Level 7 Diploma in Wealth Management (Chartered Wealth Manager Qualification)
- Level 6 Certificate in Advanced Financial Planning
- Level 6 Private Client Investment Advice and Management
- Level 3 Certificate in Investments (Derivatives - Retail)
- Level 3 Certificate in Mortgage Advice and Practice