Professional Biography
Finances matter to everyone, regardless of their circumstances.
How do you describe what you do?
I work with families to help reach their financial goals. My clients include entrepreneurs, business owners, senior professionals and those looking for clear advice and personal service.
What's next for you professionally?
Continue to develop my client base and work with families during these interesting(!) times.
What's the best piece of advice you've ever been given?
Keep it simple!
How did you start off in your career?
I started as an accountant and switched to Investment Management following qualification.
What's your area of expertise?
Working with founders and entrepreneurs, particularly around business exit.
Where do you get your inspiration to embrace what's next?
Those with less grey hair than me!
What's your favourite thing about your role?
Living vicariously through my clients and their interesting lives.
What's next for you personally?
Develop my knowledge & experience in the industry and continue to meet interesting people.
Where's your favourite place to meet with your clients?
Wherever they are most comfortable: their kitchen, local coffee shop, Gresham St board room or beamed over the airwaves via Zoom
When you're not at work, what's your favourite thing to do?
Football in all forms, providing predictable physical & mental anguish.
Why does my role as a wealth manager matter?
Finances matter to everyone, regardless of their circumstances.
What qualifications and memberships do you have?
- BSc (Hons) from the University of Bristol
- Fellow of the Chartered Institute for Securities and Investment
- Member of the Institute of Chartered Accountants in England and Wales (ICAEW)