My career in the Wealth Management industry began in 2001 after studying Business at the University of Leeds. I first qualified as a financial planner with Chase De Vere before moving into Investment Management with Killik & Co and 7IM.
I have worked with Sanlam since 2012, growing with the company as it evolves. I now lead the Portfolio Management Team in London. We are responsible for managing assets for Private Clients, Charities and Trusts, often working alongside other professional advisers. We frequently work with multiple generations of families to ensure that the responsible stewardship of wealth continues.
My approach is straightforward: I take time to understand a client’s situation, employ simple and effective solutions to help achieve their goals and use plain English to explain our work.
In my spare time, I enjoy travelling, good food and wine, playing golf, following rugby and football, and walking my energetic, but occasionally grumpy dog.