Professional Biography
It's amazing knowing we helped a client to realise their dream.
How do you describe what you do?
I lead the investment team in the Midlands which simply means creating an environment for our hugely talented colleagues to thrive. I also have the privilege of personally working with some fascinating clients - helping them to achieve their goals.
What's next for you professionally?
Continuing to support the region to grow, especially with the next generation of investment managers, by single-mindedly focusing on delivering the very best possible service for our clients.
What's the best piece of advice you've ever been given?
Some days you are ahead, some days you are behind - but the race is long and only with yourself.
What's an experience with a client that's stuck with you?
I looked after a family who loved sailing and had a dream of owning their own boat - we helped make that happen. I was invited to the launch of the fabulous yacht and for many years I saw the joy that the boat gave them.
How did you start off in your career?
I applied for some work experience with a stockbroker to prove to my friends that going back skiing was in fact a sensible decision. I was the fifth person in the office for a little firm now called Evelyn Partners - 25 years later, I'm still here!
What qualifications and memberships do you have?
CFA