Professional Biography
Whether it's growing their wealth, planning for the future, or navigating market shifts; it’s worthwhile knowing the work makes a real impact.
How do you describe what you do?
I actively support my Investment Manager across a range of responsibilities. This includes attending client meetings, preparing detailed investment reports, assisting with portfolio management, and helping implement investment strategies.
What's next for you professionally?
Professionally, my next steps are to pass the CISI Level 7 Chartered Wealth Manager exams, continue expanding my network within the industry, and take on more responsibility in client relationship management and strategic decision-making.
What qualifications and memberships do you have?
CISI IAD Level 4