Professional Biography
I'm inspired by the idea that financial advice isn’t just about numbers- it’s about helping people live fuller, freer lives.
How do you describe what you do?
I provide bespoke investment services to individuals, trusts and institutions, with a focus upon servicing charity clients.
What's next for you professionally?
To explore new opportunities and deepen existing relationships with clients and fellow practitioners in the industry.
Where do you get your inspiration to embrace what's next?
I'm inspired by the idea that financial advice isn’t just about numbers -it’s about helping people live fuller, freer lives.
When you're not at work, what's your favourite thing to do?
I head for a Bikram session at my hot yoga studio - it’s one of the most effective ways I reset, refocus, and re-energize.
Why does my role as a wealth manager matter?
Financial matters can be a great source of anxiety. It's our job to provide guidance that brings clarity and peace of mind to clients.
What qualifications and memberships do you have?
- Chartered MCSI
- CFA ESG Investing Certificate