Professional Biography
The reason I first wanted to become an Investment Manager is still the reason I love the role today - it's the fact that every single news flow or world event in some way impacts my day-to-day role. You can never get bored as an Investment Manager!
How do you describe what you do?
I am a conscientious Investment Manager with a drive to help clients achieve their financial goals. I work closely with individuals, businesses and charity trustees to navigate the complexities of our economic landscape.
What's next for you professionally?
I strive to make a positive impact on everyone I meet. I aspire to be an industry-leading Investment Manager, who makes a meaningful difference to clients, both through my direct investment expertise and strategic input at a firmwide level.
How did you start off in your career?
I started my career by doing one day a week of unpaid work experience at a local investment firm. I was studying in my final year at Exeter University and I would head down to the office every Tuesday to help out, however I could.
What's your favourite thing about your role?
The reason I first wanted to become an Investment Manager is still the reason I love the role today - it's the fact that every single news flow or world event in some way impacts my day-to-day role. You can never get bored as an Investment Manager!
Do you have a significant experience that your clients would want to hear about?
Outside of work, I am Chair of the Board of Trustees for Devon Air Ambulance. I am incredibly proud to be part of such an impressive organisation and the experience it has provided me in such an important governance role is invaluable.
What qualifications and memberships do you have?
Chartered FCSI