Professional Biography
I love travelling extensively across the country to meet with client - I love the variety
How do you describe what you do?
Build rewarding relationships with clients and help them preserve and grow their wealth through tailored investment strategies and portfolio management.
What's next for you professionally?
The pace of change is accelerating. Challenging assumptions is vital as demographic shifts, geopolitical tensions, and tech innovation increasingly shape client portfolio outcomes.
Do you have a significant experience that your clients would want to hear about?
I started in financial markets with Morgan Stanley before becoming a "Blue Button" at market maker Aitken Campbell. A now archaic term belonging to an era where the London Stock Exchange was regulated by its motto "Dictum Meum Pactum".
Where's your favourite place to meet with your clients?
This is the part of the job I find most rewarding. I enjoy meeting clients wherever they feel most comfortable discussing their investments and broader financial goals. I travel extensively across the UK to meet with them—and I love the variety.
When you're not at work, what's your favourite thing to do?
Outside of work, I’m fully immersed in youth football—my two daughters and son are all enthusiastic players, so evenings and weekends are always lively. I also enjoy walking the dog and cooking (and eating!), especially Italian cuisine.
What qualifications and memberships do you have?
Chartered Fellow of the Chartered Institute for Securities & Investment