Professional Biography
I have a passion for delivering a personalised, insightful service, working diligently to help clients achieve and exceed their objectives, and enjoy both an engaging and successful investment journey.
How do you describe what you do?
My primary role is to help clients manage investments aligned with their objectives and sustainability profiles. I also act as an analyst for the Sustainability Collective Investments and Commercial & Professional Services teams.
What's next for you professionally?
I aim to complete my CFA qualification and to continue improving and providing my clients with a personalised and effective service.
How did you start off in your career?
My working life began in a garden centre during Sixth Form, but my professional career truly started in the Client Service team at Morgan Stanley in Frankfurt, where I developed a strong passion for client focused work.
What's your area of expertise?
My expertise spans both general and sustainable investing. I engage closely with clients to understand their preferences, create bespoke portfolios aligned with their objectives, and ensure they have a clear understanding of their investments.
When you're not at work, what's your favourite thing to do?
Spending time with family and friends! But otherwise, I also have a range of sporting interests, including Formula 1, golf, tennis, skiing, and running. However, football has to be my favourite, and I am a lifelong Crystal Palace supporter.
What qualifications and memberships do you have?
BSc (hons) Economics from the University of Bath
Investment Advice Diploma
Certified Chartered Wealth Manager