Professional Biography
The best piece of advice I've been given is to embrace opportunities with an open mind even it means stepping outside of your comfort zone.
How do you describe what you do?
Managing and adjusting investment portfolios for clients to meet individual financial goals.
What's next for you professionally?
To continue growing and supporting my clients.
What's the best piece of advice you've ever been given?
The best piece of advice I've been given is to embrace opportunities with an open mind even it means stepping outside of your comfort zone.
What's your favourite thing about your role?
My favourite aspect of being an investment manager is the opportunity to help clients achieve their long-term financial goals through strategic planning, informed decision making and a detailed understanding of market dynamics.
When you're not at work, what's your favourite thing to do?
As the manager of my daughter's under 11 girls football team, I am proud to contribute to the growth of women's football by fostering young talent, promoting inclusivity, and inspiring the next generation of female athletes.
What qualifications and memberships do you have?
- CISI Level 6 Certificate in Private Client Investment Advice & Management
- Chartered Fellow (Chartered FCSI)