Following a degree in economics, I started working in private client wealth management in 2014 and became a partner at PWM in 2022.
From the outset, I have worked closely with a client base of high-net-worth individuals, principally consisting of city professionals and entrepreneurs, and enjoy helping them define and achieve their financial objectives.
I hold the Investment Management Certificate (IMC) from the CFA Institute and the Investment Advice Diploma (IAD), specialising in financial planning and advice, from the Chartered Institute of Securities and Investment. This course of professional qualifications has given me expertise in private client investment management and portfolio construction.
Within the sphere of wealth management, I have a keen interest in sustainable investment. In a changing world, I believe it’s essential to provide investment solutions to meet clients’ financial needs while also reflecting their ethical and sustainable outlooks. I am fortunate that PWM’s Green Matrix allows me to do this.
In my spare time, I enjoy indulging my obsession with cycling, whether racing with my club (albeit mostly unsuccessfully!) or just getting out with friends/family.