Professional Biography
With hard work and a positive mindset, anything is possible.
How do you describe what you do?
I assist the investment team by carrying out research and helping with client administration. This support helps to maintain smooth portfolio management and effective client service.
What's next for you professionally?
I am committed to completing all remaining exams and attaining Chartered Wealth Manager status to enhance my advisory skills. At the same time, I aim to support business growth by building strong client relationships and spotting new opportunities.
Where do you get your inspiration to embrace what's next?
I'm driven by a passion for change and learning. I enjoy new experiences and finding ways to improve. My dad taught me to be ready for anything and that with hard work and a positive mindset, anything is possible.
What's your favourite thing about your role?
What I value most in my role is the chance for constant ongoing learning. It provides an environment where I can enhance my skills and establish a solid base for my future.
When you're not at work, what's your favourite thing to do?
At the moment my favourite thing to do is play the guitar. With no background in music, it's a real challenge to learn music theory from scratch but I believe that's why I enjoy it so much. I also love to play competitive tennis when I can.
What qualifications and memberships do you have?
- Cardiff University Degree - Accounting and Finance BSc