Professional Biography
I love working with my clients and helping them to navigate the complex world of financial markets…
How do you describe what you do?
I manage a number of advisory and discretionary mandates for mainly private clients and trusts. I also play an active role in the management of the business as a Managing Partner of Investment Management in London.
What's next for you professionally?
Continue delivering a personalised and professional service for my clients whilst helping to drive the success of our investment management proposition in London.
How did you start off in your career?
After graduating from the University of Birmingham, I spent 6 months with Fidelity. It was an excellent grounding for a career in investment management. From there I joined Bestinvest (part of the Evelyn Partners group) - that was over 20 years ago!
What's your favourite thing about your role?
I love the variety! I enjoy working with my clients and helping them to navigate the complex world of financial markets but I also like being involved in the management of the business helping to shape the future of wealth management.
Where's your favourite place to meet with your clients?
Anywhere in person! We are lucky to have great meeting space in our London office so always pleased to host clients here.
When you're not at work, what's your favourite thing to do?
I coach my eldest son's football and cricket teams so can be seen most weekends - come rain or shine - on the sideline barking instructions to a bunch of teenage kids. Sometimes they even listen!
Why does my role as a wealth manager matter?
Our clients entrust us to manage their wealth and we aim to repay that faith by helping them to achieve their financial goals. It's a big responsibility and not one we take lightly.
What qualifications and memberships do you have?
Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment (CISI).