Professional Biography
I love making financial freedom easier - removing hurdles so clients can plan confidently and live fully.
How do you describe what you do?
I am the investment lead for PwC Partners at Evelyn. I work with PwC's Independence team to ensure Partners using Evelyn Partners can achieve their financial goals without the burden of significant administration around independence rules.
What's next for you professionally?
Having worked extensively with 'Big 4' accountants and legal partners based in London, and having recently moved to London, I am excited to help Evelyn expand its presence in this wealth market.
What qualifications and memberships do you have?
- Chartered Wealth Manager (CISI)
- Diploma in Regulated Financial Planning (CII)