Wealth Planning Partner
I specialise in working with individuals and their families to create bespoke multi-generational wealth planning advice and investment solutions. I thrive on building strong relationships by understanding my clients financial needs, priorities and genuinely considering what is important for them and their family.
Before joining Artorius, I worked within the Private Banking Team at Lloyds Private Bank, in the Corporate Wealth team at Barclays Wealth and most recently as a Wealth Planner at Coutts Bank.
I am a Chartered Financial Planner and Fellow of The Personal Finance Society. I am also a Chartered Wealth Manager with the Chartered Institute for securities and Investment.
When I am away from the office I spend my time travelling the World; I love exploring new places - especially places where I can ski! When I am not travelling you will find me enjoying the shooting season or enjoying the outdoors with my partner and our fostered dog.
Manchester +44 161 711 0730