Professional Biography
I enjoy the never-ending challenge of understanding the investment landscape and positioning clients accordingly.
How do you describe what you do?
I advise executives, business owners and I am a member of our Serious Injury & Court of Protection team
What's next for you professionally?
Solidifying my client base and building a successful team (all whilst having fun!).
What's the best piece of advice you've ever been given?
People often do not remember exactly what you said, but they do remember how you made them feel.
What's an experience with a client that's stuck with you?
Holding client's firm during the COVID lockdowns
How did you start off in your career?
I entered the graduate market in 2008 and worked for an internet entrepreneur before finding my way back to investment management.
What's your area of expertise?
Bespoke investment management solutions.
Where do you get your inspiration to embrace what's next?
My parents are a constant inspiration to me.
What's your favourite thing about your role?
I enjoy the never-ending challenge of understanding the investment landscape and positioning clients accordingly.
When you're not at work, what's your favourite thing to do?
Exercise and spending time with my family.
Why does my role as a wealth manager matter?
Allowing my clients to focus on other aspects of their lives, knowing they have someone they can trust looking after their financial affairs.
What qualifications and memberships do you have?
- CFA
- FSCI