Professional Biography
You've just got to sit there and listen to what they're saying and perhaps read between the lines and see what that really means.
How do you describe what you do?
I help a diverse client base grow and protect their wealth through diligent management of their personal and business investments. I'm always keen to ensure the client's portfolios align with their objectives, risk mandate and personal preferences.
What's next for you professionally?
I look forward to contributing to the fast-growing entrepreneur network in Northern Ireland, helping clients balance the transfer between business and personal wealth.
What's your favourite thing about your role?
The balance between the social aspect of working with clients and the technical side of researching investments and managing portfolios.
When you're not at work, what's your favourite thing to do?
Travelling the mountains and beaches of the world.
Why does my role as a wealth manager matter?
Having the ability to help clients shape their financial futures.
What qualifications and memberships do you have?
- CISI Level 7 - Chartered Wealth Manager
- FCSI - Chartered Fellow
- MSc Quantitative Finance
- BSc Mathematics