Professional Biography
There’s nothing better than hearing you’ve made a difference and helping clients achieve financial comfort.
How do you describe what you do?
I’ve spent 2 years at Evelyn Partners following a Maths degree from Birmingham. My love for the numbers remains, but it’s the human connections that I value most. “True impact lies in making the complex feel simple.”
What's next for you professionally?
With my exams nearly complete, I’m looking forward to stepping further into the role a Chartered Investment Manager. I’m driven by the opportunity to make a lasting impact through thoughtful trusted advice and strong client relationships.
What's an experience with a client that's stuck with you?
There's nothing better than good feedback. I received a phone call earlier this year from a long-standing client, who simply wanted to call and thank us for always being a friendly face, and helping them achieve financial comfort.
What's next for you personally?
I’m close to chartership with one exam left, having passed each first time. I’m excited to be nearing sign-off and look forward to supporting clients directly, while continuing to grow through research and market insight.
When you're not at work, what's your favourite thing to do?
I'm getting into my surfing (albeit falling over 90% of the time!). Trips down to the South West or further afield are always a great way to decompress and reset.
What qualifications and memberships do you have?
- Investment Advice Diploma
- Chartered Wealth Management - Financial Markets
- Chartered Wealth Management - Portfolio Construction Theory