Professional Biography
My motto? Step out of your comfort zone...
How do you describe what you do?
I work alongside investment managers supporting Clients with their portfolio management, planning & day-to-day needs, helping achieve their financial goals, whilst providing a seamless, personalised service.
What's next for you professionally?
I am focussed on continually developing my knowledge and expertise in Investment Management and hope to undertake further qualifications in the future, whilst balancing career growth with family life.
What's your favourite thing about your role?
My role combines a balance of team collaboration & client interaction. I enjoy being a reliable point of contact & ensuring a smooth client experience. It's rewarding to see the positive impact on clients' financial wellbeing & futures.
When you're not at work, what's your favourite thing to do?
You'll usually find me spending time with my family and keeping active with the gym, Pilates, yoga or long walks
What qualifications and memberships do you have?
Law degree