Professional Biography
Wealth management is more than numbers - it's about being a trusted adviser, giving clients confidence, peace of mind, and the freedom to focus on what matters most.
How do you describe what you do?
I help private clients and families to manage and preserve their wealth, using a range of vehicles such as pensions, trusts and family investment companies. My priority is to ensure arrangements are pragmatic, resilient and built to last.
What's next for you professionally?
I am focused on deepening my expertise in intergenerational wealth planning and continuing to deliver tailored strategies that help families achieve long term financial security.
What's the best piece of advice you've ever been given?
Choose a job you love, and you will never have to work a day in your life.
What's an experience with a client that's stuck with you?
A client once shared with me the greatest value I provided to him was the confidence that his spouse would know who to turn to when he was no longer here. The true worth of a trusted adviser goes beyond numbers, delivering peace of mind that lasts.
What's your favourite thing about your role?
No two mornings are the same, be that market news or evolving client plans, the pace and variety keep me engaged and always ready to adapt
What qualifications and memberships do you have?
- Chartered Fellow of the Chartered Institute for Securities and Investments
- CISI Level 7 in Wealth Management