Professional Biography
Seeing that 'Aha' moment when something clicks for a client is so motivating.
How do you describe what you do?
I provide investment management advice to individuals, families, trusts, corporates and charities.
What's next for you professionally?
To work with colleagues to ensure that the very highest quality of service is provided to our clients.
What's your area of expertise?
I specialise in providing discretionary investment management services.
What's your favourite thing about your role?
The most enjoyable aspect of my role is the satisfaction of helping clients meet their objectives.
Do you have a significant experience that your clients would want to hear about?
I have broad experience of providing multi-generational advice to both new investors and those with a more established investment profile, helping individuals and trustees achieve their investment objectives.
What qualifications and memberships do you have?
Chartered FSCI