About me

I began my career in financial services in 1987 with Midland Bank (now HSBC), gaining experience across a variety of roles within the organisation. The majority of my career was spent as a Client Relationship Manager, where I successfully managed a broad and diverse portfolio of clients. My focus has always been on building long-term relationships, delivering exceptional service and supporting clients through every stage of their financial journey.

In 2015, I joined Kubera Wealth as a Client Relationship Manager. Over the years, I have continued to develop trusted relationships with our clients, ensuring they receive dedicated, personalised care and the highest standard of service. I take great pride in being a consistent and reliable point of contact for clients, helping them feel confident and supported in both straightforward and complex situations.

A key part of my role involves working closely with private client lawyers, creating strong collaborative partnerships to provide joined-up support for clients. By aligning financial planning with legal considerations, I ensure that clients benefit from holistic, well-rounded advice that not only protects their wealth but also helps them achieve their wider life and legacy goals.

I enjoy spending quality time with my family and friends, as well as walking my dog, Foxy. I have a strong passion for classical music and am currently working towards achieving my Grade 8 in piano, a personal milestone I hope to complete before the end of the year.