Professional Biography
I empower individuals to engage with their finances, embracing investing as a tool for possibility in helping clients build upon their legacies.
How do you describe what you do?
I partner with clients to shape and manage tailored investment portfolios that reflect their ambitions and values, using market insights, strategic expertise, and personal connection to grow and protect their wealth over time.
What's next for you professionally?
I am excited to qualify as an investment manager and pursue the CFA to strengthen my portfolio management capabilities, while continuing to build strong, lasting relationships with clients.
What's your area of expertise?
My expertise lies in portfolio construction alongside a research focus on thematic, specialist and responsible equities. As part of the Stewardship Code, I also cover hedge funds and healthcare as a responsible investment analyst.
What's your favourite thing about your role?
The partnerships I have built with colleagues and clients have greatly enriched my outlook, fostering collaboration, mutual growth, and shared success through an array of experiences to deliver meaningful and lasting outcomes within our communities.
Why does my role as a wealth manager matter?
Helping people take charge of their financial future has never been more important; given the deeply personal and often complex nature of financial goals, each requiring thoughtful attention to create a meaningful impact.
What qualifications and memberships do you have?
- First Class Honours degree in BSc (Hons) Politics, Philosophy and Economics
- Level 4 Investment Advice Diploma
- Working towards becoming a CISI Chartered Wealth Manager