As a Wealth Manager at Private Client Consultancy, my role is to build relationships with new clients, help them manage and grow their assets, and ensure their goals and objectives are met. A key driver for me is to develop and maintain strong, long-term client relationships.

Since joining the industry in 2010, I’ve honed my skills in relationship-building, professionalism, and trustworthiness. My client-first approach means being readily available for reviews, responding promptly, and executing necessary administrative tasks efficiently.

A professional achievement I’m particularly proud of is having been part of the founding team and serving as Managing Partner for a while. One memorable client interaction involved identifying and solving an issue a client hadn’t realised they had, which led to a strong, ongoing partnership.

Outside of work, I enjoy keeping fit in the gym and playing padel. I also have a dry sense of humour that keeps things light! Working with the team at PCC makes every day rewarding, and I’m grateful for the collaborative environment we have.