Professional Biography
Failing can make you a better person so therefore test yourself.
How do you describe what you do?
I provide my clients with investment management services for their families, including personal, pension, trust and charitable structures.
What's next for you professionally?
Increase the level of service we provide for our existing clients and bringing in new clients to enhance their financial affairs.
What's the best piece of advice you've ever been given?
Failing can make you a better person so therefore test yourself.
What's an experience with a client that's stuck with you?
Many - mostly with intergenerational advice making a real difference to a family's financial future.
How did you start off in your career?
Sitting on an upturned bin wondering whether it was a good career path...
What's your area of expertise?
Investment management and advising clients on their financial wellbeing.
Where do you get your inspiration to embrace what's next?
Always been very happy to evolve.
What's your favourite thing about your role?
People.
What's next for you personally?
Make sure we keep our high level of service to our clients and encourage our colleagues to excel.
Do you have a significant experience that your clients would want to hear about?
Started in this business as NCL investments 28 years ago so lots to tell them about - mostly about how it can all get better.
Where's your favourite place to meet with your clients?
Our London office.
When you're not at work, what's your favourite thing to do?
Live life to the full
Why does my role as a wealth manager matter?
Real people and their families are financially affected by what I do.
What qualifications and memberships do you have?
Chartered Fellow