Professional Biography
I love seeing clients feel reassured and confident that their financial future is looked after
How do you describe what you do?
I manage discretionary investment portfolios for individuals, companies and charities. I am also actively involved in the firm's investment process, as a utilities analyst and researching environmental and European funds.
What's next for you professionally?
My main goal is to continue developing relationships with long standing clients and the younger generations involved in those families, as well as building my network with younger professionals who need investment advice.
What's your favourite thing about your role?
Getting to know clients and their families on a personal level, in order to get the full context of their circumstances and therefore provide the best solutions for them.
When you're not at work, what's your favourite thing to do?
I am a huge sports fan, whether it is playing, watching or reading about it.
Why does my role as a wealth manager matter?
Financial peace of mind is not the most important thing in life, but it sure is up there. I love seeing clients feel reassured and confident that their financial future is looked after.
What qualifications and memberships do you have?
CISI Chartered Wealth Manager