I am Client Manager based in Nottingham with 11 years’ experience in the financial services. I feel privileged to work at Artorius and share their ethos of putting the client first whilst delivering an exceptional service.
As a Client Manager, I work closely with Client Partner’s. Working holistically, we ensure our clients financial needs are met and they receive the best service and advice possible. The most enjoyable part of my role is getting to know clients and building strong relationships based on trust and integrity.
I specialise in looking after high net worth individuals and their families, supporting them reach their financial goals. To make this possible, I put the client at the heart of the work I do and use my financial knowledge and experience to help them make important decisions with their wealth. I hold an Investment Advice Diploma and International Certificate in Wealth Management through the Chartered Institute for Securities & Investment (CISI).
Prior to Artorius, I worked at an IFA firm based in West Bridgford, Nottingham as a Paraplanner. However, most of my 11 years in the industry were spent at Coutts supporting a team of Wealth Managers and their clients. I also did similar role NatWest Private Banking at the start of my career.
Away from the office, I enjoy spending time with my fiancé, young daughter and friends eating out and going on sunny holidays. All my other spare time is spent in either the garden or doing my never-ending list of jobs I am given for around the house!
Landline: +44 (0) 115 880 0601
Mobile: +44 (0) 7810 437 021