Professional Biography
I love being able to develop good relationships with clients and help them with a variety of different and complex scenarios.
How do you describe what you do?
I manage discretionary investment portfolios for a range of clients, including multi-generational families, entrepreneurs, and trusts. I also work closely with professional advisers such as IFAs, solicitors and accountants.
What's next for you professionally?
I have recently moved teams within Evelyn Partners and look forward to getting to know our clients over the coming months.
How did you start off in your career?
I was fortunate to first experience the wealth management industry when I worked at a financial planning business during my time at school. This was my first introduction to financial markets and investing, which would later become my main focus.
What's your favourite thing about your role?
My favourite part of the role is being able to develop good relationships with clients and help them with a variety of different and complex scenarios.
When you're not at work, what's your favourite thing to do?
I am passionate about sport, whether playing or watching, so most of my spare time is taken up by that.
What qualifications and memberships do you have?
CISI Chartered Wealth Manager.