Professional Biography
My role is to help clients make confident financial decisions, so they can focus their energy on what matters most to them.
How do you describe what you do?
I work with clients to provide personalised portfolios, 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?
I aspire to be a trusted adviser who helps clients navigate important financial decisions with confidence. My goal is to build meaningful relationships that enable clients to achieve financial peace of mind and focus on what matters most to them.
What's your area of expertise?
From a research perspective I cover the technology sector. We are experiencing a generational shift in technology via the emergence of AI, so it is certainly an exciting sector to cover! I am also a sector specialist on UK equity funds.
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?
Sport plays a big part in my life outside of work, with golf, cricket, rugby and running among my biggest passions. In 2021 I completed my first half marathon to raise funds for Breast Cancer Now, and I'm now setting my sights on a full marathon.
What qualifications and memberships do you have?
CISI Diploma in Wealth Management (Level 7)
CISI Investment Advice Diploma (Level 4)