Professional Biography
I enjoy meeting clients, I meet a lot of interesting people in this role
How do you describe what you do?
Managing bespoke portfolios on behalf of charities, pensions, trusts and high net worth individuals.
What's next for you professionally?
Developing my client relationships and continuing to build trust by providing a consistent, high-quality service.
How did you start off in your career?
I left university at the height of the Covid as an investment writer. After a year of investment writing, I wanted a change and was approached about a graduate role at Evelyn Partners. Three years later, I'm now a fully qualified Investment Manager
What's your favourite thing about your role?
I enjoy meeting clients and getting to know them on a personal level. We meet lots of interesting people in this role, and I feel like there are few other roles which offer the same type of opportunities.
When you're not at work, what's your favourite thing to do?
I've got quite a few hobbies, so picking just one is difficult! Film photography has really become a favourite recently - especially of classic cars and motorbikes, but I also spend a lot of time running, cycling and weightlifting.
What qualifications and memberships do you have?
Chartered Wealth Manager