Head of Wealth Planning
I am a Chartered Financial Planner with extensive experience of working with High Net Worth and Ultra High Net Worth clients. I thrive on building meaningful and collaborative relationships with our clients; creating an environment where clients can explore, and sometimes discover, their financial needs and priorities. With more grey hair than I would like, my experience of working with both UK resident and domiciled clients and UK resident non-domiciled clients have given me a rich resource of expertise to draw from when considering the appropriate strategies to enable clients to achieve their financial goals.
Before joining Artorius, I have worked within the Strategic Tax Team at HSBC Private Bank, in the Ultra High Net Worth team at Barclays Wealth and most recently as a Senior Wealth Planner at SG Kleinwort Hambros.
Outside of work, I share my love of sport and my enjoyment for craft gins with my extended family. I am very much hoping that the two hobbies balance each other out.
London +44 20 3039 3040