Professional Biography
Investing is about time in the market, not timing the market.
How do you describe what you do?
I support client relationships from onboarding through ongoing wealth management, ensuring our investment recommendations align with their objectives and goals, whilst navigating market conditions to drive long-term value.
What's next for you professionally?
To continue to grow in my role and grow my own client relationships.
What's the best piece of advice you've ever been given?
Investing is about time in the market, not timing the market.
What's your favourite thing about your role?
Being able to educate, and be educated by, client or colleague.
When you're not at work, what's your favourite thing to do?
There’s nothing better than getting out into the British weather with muddy boots, the dog, and the family.