Professional Biography
For long-term investing, cost control is as critical as investment selection. Every pound saved stays invested, compounding over time and that's what drives sustainable growth.
How do you describe what you do?
Award-winning Fund Manager with 20+ years’ experience. Specialist in global investing, factor strategies & low-cost portfolios. Chair of Collectives Investment Group at Evelyn Partners, overseeing £40bn.
What's next for you professionally?
Driving growth for clients with cutting-edge investment thinking, low-cost portfolios and proactive advice to achieve long-term financial success.
How did you start off in your career?
I started my career in 2004 after completing a Master’s at Durham University, beginning as a Fund Accountant at Bank of New York before moving into Investment Management about a year later.
What's your favourite thing about your role?
It’s the privilege of connection — speaking with people who genuinely want to listen, sharing insights that spark change and seeing advice deliver genuinely brighter futures.
What's next for you personally?
Excited for what’s ahead- raising two amazing boys, savoring great food, exploring new places (home and afar), soaking up life in the Cotswolds... The next chapter is all about joy, adventure, and no regrets...
What qualifications and memberships do you have?
- Chartered FCSI
- Chartered Wealth Manager