I started my career in the City over 20 years ago, of which 10 years were at UBS Wealth Management and consisted of providing financial and holistic advice to high-net-worth individuals and institutional clients. This includes hedge fund managers, entrepreneurs, private equity professionals, accountants, private bankers, executive committee board members, medical professionals, lawyers and charities. Prior to UBS, I worked at BNP Paribas Wealth Management specialising in the ultra-high net individual space. I am a Fellow of the Chartered Institute of Securities & Investments.
My goal is to provide a highly personalised service and to find solutions to my clients’ financial needs which can include different stages of their financial journey from wealth creation through to helping create a legacy for the next generation. Building strong and lifelong partnerships with my clients is a real privilege and one I continue to foster with existing clients and look forward to developing with new ones.
I joined Partners Wealth Management in November 2020. Experience has taught me working in the right environment is invaluable to execute solutions for my clients in an efficient and timely manner. Partners Wealth Management provides an excellent environment to thrive in a truly independent financial boutique with the ability to be pro-active, nimble and provide solutions to my client’s needs and objectives.
In my spare time and to wind down I have interests through boxing and running. These interests are enjoyed between spending time with my three children who also keep me active.