BSc (Hons) ACSI Senior Financial Adviser, Director
Having worked in finance for 10 years, I joined Investment Solutions in July 2019 and became a Director in August 2022. Before joining Investment Solutions, I worked at UBS Wealth Management, where I advised high net worth and ultra-net worth clients across all areas of wealth management including holistic financial planning, lending/credit, estate planning and bespoke investment management. Prior to that I worked at Kleinwort Benson (now part of the Société General Group) as a discretionary fund manager, managing private client portfolios and advising high net worth clients. I hold a degree in Business Management and Economics from Sussex University.
Tennis is a big passion of mine and I played international tennis as a junior, achieving a top five national ranking and represented Great Britain at Wimbledon. Getting on court these days is a luxury, however I enjoy keeping active and my young daughter certainly helps with that!