Professional Biography
I believe that a secure future is built on the choices you make with your money today.
How do you describe what you do?
I support a team of investment managers in helping clients - including clients of IFAs, families, and charities - grow and preserve their wealth whilst working towards their long-term financial goals.
What's next for you professionally?
I’m focused on deepening my expertise in investment management, strengthening long-term relationships, and delivering positive outcomes for clients. Allowing me to take greater responsibility and continue growing into a trusted advisor.
How did you start off in your career?
Seeing finance in popular culture and developing an interest in stock markets led me to pursue the field at university, including an internship at a global bank. Fast forward to now, and I’m building my professional career here at Evelyn Partners.
What's your favourite thing about your role?
Meeting people from all walks of life, hearing their stories and experiences, and learning to understand their circumstances - as well as where and how we can help them.
When you're not at work, what's your favourite thing to do?
Outside of work, I enjoy getting out of the house and staying active—whether that’s on the golf course, in the gym, or walking my dog, Barney. When I’m at home, I love cooking and baking.
What qualifications and memberships do you have?
- Investment Advice Diploma
- BA (Hons) Accounting & Finance