Professional Biography
If I can help clients feel more secure and give them more choices then I'm proud to be involved
How do you describe what you do?
I structure bespoke portfolios for individuals.
What's next for you professionally?
Continuing to help clients enjoy rich retirements whilst encouraging the next generation to save for theirs.
What's the best piece of advice you've ever been given?
The stock market is designed to transfer money from the active to the patient.
What's your favourite thing about your role?
Meeting clients and learning something fascinating every day.
When you're not at work, what's your favourite thing to do?
Hanging out with my kids.
Why does my role as a wealth manager matter?
Wealth is obviously much more than what you have in your bank account, but if helping clients organise and grow their finances means that life is less stressful, more secure and they have more choices then I am proud to be involved.
What qualifications and memberships do you have?
Chartered Wealth Manager