Professional Biography
No two clients are the same, and therefore every situation provides opportunities to showcase where personal good advice can benefit them.
How do you describe what you do?
I work with a wide range of private clients including business owners, HNW individuals/families, senior executives, corporate entities and sports professionals to provide investment management solutions in-line with client objectives and goals.
What's next for you professionally?
I want to continue to service clients to the best of my ability including enhanced portfolio management and communication, whilst ensuring I can spend time supporting other members of the team as they move through their training and development.
What's an experience with a client that's stuck with you?
As a client transitioned from working life to retirement, they felt their risk profile had changed. I restructured their investment portfolio to provide multi-year cashflow needs in a very low risk strategy, giving them piece of mind for the future.
What's your favourite thing about your role?
No two clients are the same, and therefore every situation provides opportunities to showcase where good advice can benefit them. Supporting clients through difficult life events as their situation changes is the most rewarding aspect of my role.
Why does my role as a wealth manager matter?
Wealth Management is complex and getting the right advice for the right reasons can provide a long-term, efficient strategy to meet client goals. With a constantly changing economic and political landscape, good advice has never been more relevant.
What qualifications and memberships do you have?
Chartered Fellow (FCSI) of the Chartered Institute for Securities & Investments (CISI).