I specialise in managing investment portfolios for vulnerable people. My empathetic and people focused nature is well suited to managing vulnerable client and family relationships. As such I work along side deputies, trustees, powers of attorney's and the family's of my client's to provide ongoing investment advice and construct portfolios that best suit their changing needs. Examples of these needs may be income creation to help maintain my client's standard of living or to fund current or future care requirements, capital growth for safeguarding their futures or to provide financial clarity and peace of mind. I am delighted to help a range of client's throughout varying stages of their lives. 

My expertise is backed by an accounting and finance degree, a chartered qualification in wealth management and the STEP Certificate for Financial Services, with a focus on trusts and estate planning.