Professional Biography
Measure twice, cut once.
How do you describe what you do?
I manage client's investments, allowing them to focus on more important and interesting things.
What's next for you professionally?
Continue growing in the role and supporting clients on their financial journey. In some cases we manage multiple generations and it's lovely to have that long-term connection.
What's the best piece of advice you've ever been given?
Measure twice, cut once.
How did you start off in your career?
At an investment bank, before moving across to Evelyn Partners.
What's your favourite thing about your role?
The people.
What qualifications and memberships do you have?
CFA Charterholder