About me

I assist in managing portfolios for a wide range of clients, including private clients and intermediaries' clients. I help to make sure that clients' portfolios are in-line with their long-term objectives and any unique needs of the client.

Background/Experience

I recently graduated from the University of Nottingham with an Economics degree. I have previously interned in wealth management gaining invaluable insights into the role. Currently I am studying towards my Investment Advice Diploma before progressing to the Chartered Wealth Management Qualification.

My interests

Coming from South London I am an avid Crystal Palace fan so whenever the opportunity arises I try to attend a game. As I have recently moved to Bristol I am still exploring the local area and trying to locate the best food spots.

My areas of expertise

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