Professional Biography
Trust is earned through clarity, consistency, and performance- values that guide every decision I make on behalf my clients.
How do you describe what you do?
I specialise in managing bespoke investment mandates for HNW individuals/families, corporates, and trusts. My approach ensures strategies are tailored to client objectives through disciplined portfolio design and collaboration.
What's next for you professionally?
The next phase of my career is about deepening trusted relationships with clients, entrepreneurs, senior professionals, and business owners -guiding them through pivotal stages of wealth to achieve their financial aspirations and legacy objectives.
What's the best piece of advice you've ever been given?
‘Find something you’re passionate about and you’ll never work a day in your life’
What's your favourite thing about your role?
No two days are ever the same. The pace and variety of problem solving in the financial markets ensures I’m always learning and always pushing myself to deliver the best outcomes.
Why does my role as a wealth manager matter?
It matters because my clients rely on me to navigate complexity with strategic direction, turning their ambitions into achievable outcomes. This provides peace of mind and the financial security to focus on what matters most to them.
What qualifications and memberships do you have?
- Chartered Member of the Chartered Institute for Securities & Investment
- CISI Chartered Wealth Manager
- CISI Investment Advice Diploma