Senior Client Partner
I am a Senior Client Partner, based in Yorkshire with over 20 years’ experience in private banking and wealth management. My career was forged in London working for Merrill Lynch and Credit Suisse, before returning to the north to work as a Private Banker for Coutts & Co. Latterly, I have spent 10 years at Kleinwort Hambros Bank, as a Senior Private Banker. I am a Chartered Fellow for the Chartered Institute of Securities and Investments. In addition to this I am also an accredited mortgage advisor, specialising in providing bespoke mortgage and lending solutions to high net worth individuals.
In recent times I believe we are seeing a shift in client expectations; moving away from traditional private banks to a relationship driven more by our client’s needs and requirements and less by the restrictions of large corporations. This was key in my decision to join Artorius’ Yorkshire operation where the client is the sole priority.
I look after many Yorkshire based entrepreneurs and their families, advising them on many aspects of their financial affairs. I take great pride in helping to find the right solution for my clients and their situation. My role as an advisor to wealthy families extends beyond just wealth management. I am passionate about educating the next generation of wealth, because I believe this is extremely important in order to preserve and protect the family legacy. I also have a strong external network of professional contacts that I can call upon to enhance the overall client relationship. Outside of work, I enjoy spending time with my husband and young daughter, who always keeps me on my toes! I like to keep fit and I am a keen swimmer and tennis player.
Landline: +44 113 372 0501
Mobile: +44 (0) 7467 829 889