Professional Biography
You don't have to predict the future to prepare for it.
How do you describe what you do?
I advise on private client discretionally managed portfolios, building long-lasting, trusted relationships that deliver tailored services to individual clients and inter-generational families.
What's next for you professionally?
My plan is to continue to help clients navigate markets by using multi-asset, diversified portfolios that can react to the ever-changing global landscape.
What's the best piece of advice you've ever been given?
You don't have to predict the future to prepare for it.
What's your area of expertise?
Private client investment management using multi-asset portfolios to advise individuals, families and trusts to build their wealth.
Why does my role as a wealth manager matter?
I help clients navigate markets, manage risk, and make disciplined and informed decisions that secure their long-term financial objectives. My role allows me to guide clients through life's transitions confidently.
What qualifications and memberships do you have?
- CISI Private Client Investment Advice & Management - Level 6
- CISI Financial Planning & Advice (IAD)
- CISI Securities (IAD)
- IMC Certificate (1 & 2)