Professional Biography
I will bring a fresh perspective to your finances and keep conversations grounded in what really matters. I want clients to feel confident, understood, and supported, because investing is personal, and so is the way I approach it.
How do you describe what you do?
I work with private clients, family offices and charities, offering discretionary portfolio management and wealth structuring. But the real value comes from listening, asking the right questions, and making sure every decision feels right.
What's next for you professionally?
I’ve been helping clients navigate the world of investments since 2005, and what I enjoy most is building relationships, understanding what matters most to you and shaping investment strategies that reflect your goals and values.
When you're not at work, what's your favourite thing to do?
Outside of work, I’m passionate about my young family, traveling with them, and playing sports without them!
Why does my role as a wealth manager matter?
I give clients the peace of mind when the rest of the world is panicking, to know that they don't need to be.
What qualifications and memberships do you have?
- BSc Economics
- Harvard Business School’s Programme for Leadership Development.
- Chartered Wealth Manager
- Fellow of the Chartered Institute of Securities & Investment (CISI)
- CISI Masters in Wealth Management.