I have spent my life in private client wealth management looking after clients, their families, pensions, charities and general life care. Many have become friends over the years and it remains a highly personal business although hopefully a level of professionalism has developed over the years as the needs have become more complex.
You can hear more about me, the work I do for my clients and the approach I take with investing in this episode of the Fifty Faces podcast.
I have spent a life time in wealth and was an early female member of the Stock Exchange. Have had a range of Board positions including Head of Private Clients and have covered all aspects of the business. Have special interest in media and marketing and developing new business. Also mentor several of the younger fund managers which has been most rewarding.
Am now the proud Grandmother of five grandchildren and like entertaining, being social and travelling. Several places still on the list but love India
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
I'm also an expert in...
Knowing all the bus routes in the City. No 9 takes you all round London. No need of a bus tour.
I pride myself on my professional yet personal approach, ensuring that empathy and understanding are at the heart of client conversations.