Professional Biography
It’s about more than investments - my role is to build trust, understand what matters most to each client, and support them through every stage of their financial journey.
How do you describe what you do?
I help clients grow and protect their wealth by building tailored investment portfolios, offering clear advice, and guiding them through market changes to achieve long-term financial goals.
What's next for you professionally?
I’m focused on deepening relationships with clients and continuing to deliver investment strategies that reflect their evolving needs.
Where do you get your inspiration to embrace what's next?
I’m inspired by how quickly the world evolves - new ideas, technologies, and challenges keep me curious and motivated to stay ahead.
What's your favourite thing about your role?
Helping people feel more confident about their financial future and seeing the difference good advice can make is what I value most.
Why does my role as a wealth manager matter?
It’s about more than investments—my role is to build trust, understand what matters most to each client, and support them through every stage of their financial journey.
What qualifications and memberships do you have?
- Chartered Wealth Manager
- Chartered MCSI