Professional Biography
For me, knowledge is power, but wisdom comes from experience and empathy. I invest in understanding people as much as I invest in their financial strategy, to find out what truly matters to my clients.
How do you describe what you do?
I am a Private Client Investment Manager who looks after family wealth ensuring that it is invested to meet short-term and long-term financial goals, often working alongside other trusted advisors such as financial planners, lawyers and tax advisors.
What's next for you professionally?
The next chapter is about evolution- deepening my expertise, embracing new opportunities, and helping clients navigate an ever-changing world.
What's the best piece of advice you've ever been given?
If you listen more than you talk, then you shall learn.
What's your favourite thing about your role?
My favourite part of the role is the people I meet - whether that's clients or colleagues, who I find so diverse and inspiring. The ability to have such an impact on people's lives is something I feel is a great privilege.
When you're not at work, what's your favourite thing to do?
Outside of work, I value time with my two daughters and the chance to travel and experience new things. I always have the next outing booked in the diary so we have something to look forward to!
What qualifications and memberships do you have?
- BA (Hons)
- Chartered Wealth Management