Professional Biography
It is deeply rewarding to hear and see the peace of mind our work brings.
How do you describe what you do?
I provide flexibility: through a bespoke service which accounts for individual circumstances when managing your investments. Providing peace of mind that the investments are best positioned to meet your short-term and long-term needs.
What's next for you professionally?
Ensuring that your investments remain best positioned to meet changing needs within an ever-changing environment. Looking to the future my mantra is "prepare rather than predict".
What's the best piece of advice you've ever been given?
Be reliable – ‘Faithfully doing what you have engaged to do’
Anyone can be reliable; you don’t need a high IQ or athletic prowess. With it comes the foundation to progress in life.
What's your favourite thing about your role?
Few careers offer dialogue over the course of decades. I’m fortunate to build long-term relationships and hear first hand the peace of mind our work brings. That trust and continuity is deeply rewarding.
Why does my role as a wealth manager matter?
In a volatile world, we're here to reduce risk and support you to achieve your goals through the different chapters of your life. When things change - we’ll be ready!
What qualifications and memberships do you have?
- CFA - Chartered Financial Analyst
- MCSI - Member of the Chartered Institute for Securities & Investment