Professional Biography
These moments offer a unique glimpse into my client's journeys and help build deeper, more meaningful relationships.
How do you describe what you do?
I support investment managers within our team to construct personalised portfolios for clients, designed to protect and grow their wealth, that are rebalanced to match their objectives and needs as they evolve over time.
What's next for you professionally?
To become chartered and be signed off as an Investment Manager, allowing me to support my own clients.
What's your area of expertise?
From a research perspective I cover technology stocks. We are experiencing a once-in-a-generational technological transformation via the emergence of AI, so it is certainly an exciting sector to cover!
What's your favourite thing about your role?
One of the most rewarding aspects of my role is hearing the personal stories and experiences that our clients choose to share. These moments offer a unique glimpse into their journeys and help build deeper, more meaningful relationships.
When you're not at work, what's your favourite thing to do?
Outside of work, I’m passionate about sport - especially golf, cricket, and rugby. I also love running, having completed my first half-marathon in 2021 to raise money for Breast Cancer Now. Next challenge: a full marathon!
What qualifications and memberships do you have?
CISI Investment Advice Diploma (Level 4).