As a Partner at Evelyn Partners, I leverage my 25+ years of experience in investment management to provide tailored and trusted financial solutions for charities and private clients. I am a Chartered Wealth Manager and a Fellow of the Chartered Institute of Securities and Investments, demonstrating my commitment to excellence and ethics in the industry.My daily focus is to develop long-term relationships with my clients, helping them achieve their medium and longer-term objectives. I also contribute to the strategic direction and growth of Evelyn Partners, a leading UK financial planning and investment management group with over £56 billion of assets under management. I am passionate about supporting the communities I serve. I am a member of the Martin House Children’s Hospice Development Board and in my leisure time I am a volunteer junior coach for Old Brodleians Rugby Union Club and a Level 1 England Boxing Coach for Halifax Amateur Boxing Club.

My career at RBC Brewin Dolphin spanned over 23 years. In that time I became a Divisional Director and Senior Portfolio Manager. I was a member the Brewin Dolphin National Asset Allocation Committee for 5 years and also sat on the National Charily Portfolio Management Committee.

My role was within the Emerging Markets Team. We provided segregated and pooled Emerging Markets investments solutions for large US Corporate and US State Pension Funds. My role was split between supporting the Chief Emerging Markets Economist with macroeconomic research and maintaining a high level of client service with our investors.