Professional Biography
I thoroughly enjoy hearing clients' stories and finding out what drives different people.
How do you describe what you do?
I ensure clients reap the benefits of investing over the long term, preserving the real value of the wealth they have accumulated, and growing it over time in a manner which is consistent with their risk profile.
What's next for you professionally?
I aim to continue developing trusted relationships with new and existing clients, with those relationships hopefully spanning multiple decades and family generations.
How did you start off in your career?
My career started at digital wealth manager Moneyfarm, as an Investment Consultant. I was certainly thrown in at the deep end and was responsible for providing financial guidance and education to a variety of different clients.
What's your favourite thing about your role?
With money being such an emotive topic, it is a huge privilege to be part of conversations that shape a family's future. I thoroughly enjoy hearing clients' stories and finding out what drives different people.
What qualifications and memberships do you have?
- Investment Management Certificate (IMC)
- Chartered Financial Analyst (CFA) Charterholder