Professional Biography
My role is to simplify wealth management so clients can invest wisely, plan boldly, and secure peace of mind for generations.
How do you describe what you do?
I have over 25 years in wealth management helping clients navigate complex financial markets and achieve their long-term goals. I have built a deep understanding of how to align portfolio management with each investor's unique aspirations.
What's next for you professionally?
I see my responsibility as mentoring the next generation of wealth professionals. I am deeply committed to delivering a positive client experience and to fostering a culture that not only makes this possible but also empowers my team to thrive.
What's the best piece of advice you've ever been given?
The best bit of advice I've received is to keep things simple. Markets are not inherently complicated, and there is no need to make them more difficult than they need to be.
What's an experience with a client that's stuck with you?
Building a relationship with your wealth manager is not done overnight and I'm proud to have many long-standing relationships that continue to grow and deepen over time.
Why does my role as a wealth manager matter?
I see my role as a wealth manger as vital as I play a crucial part in the client journey, helping ensure that financial decisions are made thoughtfully and that strategies are designed for long term financial success.
What qualifications and memberships do you have?
- Chartered Fellow of the Chartered Institute of Securities
- Chartered Wealth Manager