Professional Biography
In an uncertain world, preserving and growing your wealth requires long-term planning and an understanding of risk which reaches beyond volatility.
How do you describe what you do?
I manage over £150m for a wide range of charities, trusts and private clients. I joined Evelyn Partners in 2012 and I am a member of the Institutional Charities Team.
What's next for you professionally?
As a Partner I work closely with colleagues and other professional advisers to structure portfolios to meet specific client requirements. I expect this collaborative approach will become increasingly important over the coming years.
How did you start off in your career?
I joined the firm in 2012, having graduated with a BA Hons degree in Economics and Politics from the University of Exeter. Based in Bristol, I worked alongside experienced colleagues while completing the CISI Chartered Wealth Manager qualification.
Where do you get your inspiration to embrace what's next?
I draw inspiration from seeing clients with a positive perspective successfully navigate life’s challenges. I approach change by considering the implications, breaking it down into manageable segments and focusing on what can be controlled.
What's your favourite thing about your role?
I enjoy the variety my role provides. It is a privilege to work with a wide range of interesting clients, colleagues and professional advisers. Building long-term relationships and guiding clients through life’s milestones is particularly rewarding.
What qualifications and memberships do you have?
- Chartered Fellow of the Chartered Institute for Securities
- Investment (CISI)