Professional Biography
What I enjoy most is helping clients make confident, long-term decisions, especially when it comes to preserving and growing wealth across generations.
How do you describe what you do?
I manage portfolios for a diverse client base which includes Private Clients (ISAs and SIPPs), Trusts, Charities and Corporations. I tailor the underlying investment approach to the unique circumstances of each client.
What's next for you professionally?
Continuing to deliver bespoke long-term investment strategies that adapt to changing markets and help clients achieve their objectives both now and in the future.
How did you start off in your career?
I started my career as an Investment Management Associate with Evelyn Partners where I focused on portfolio research and client reporting. This experience helped shape my approach to building long-term, personalised strategies.
What's your area of expertise?
My expertise lies in building bespoke investment strategies for clients. I ensure the underlying investment approach is tailored to the specific circumstances of each client by working closely with them to achieve financial goals and life priorities.
What's your favourite thing about your role?
What I enjoy most is helping clients make confident, long-term decisions, especially when it comes to preserving and growing wealth across generations. It’s rewarding to see strategies come to life and truly support what matters most to each client.
What qualifications and memberships do you have?
Chartered Member of the Chartered Institute for Securities and Investment