Following my graduation with a first class Master of Arts degree, I have worked within the financial services sector since 2013, joining Mattioli Woods three years later.
During this time I joined the Group’s Asset Allocation Committee as well as the Investment Research Team, becoming a key member of both. I am also a member of the Portfolio Management Committee, a team responsible for the management of all discretionary non-multi asset fund and tailored products.
Since joining Mattioli Woods I have become involved with fund selection, curating a preferred list of tax efficient investments. I have also created wealth management strategies for both individuals and corporates. Alongside this I have an active role in managing the company’s Environmental, Social & Governance Policy, leading to managing the new Responsible Equity Fund alongside Christopher White and Jonathon Marchant.
As well as completing the Investment Advice Diploma I am also an Associate of the Chartered Institute of Securities and Investment.
Outside of work I am a big animal lover with four dogs. When time permits I also love to read fiction with my favourite authors being the Brontë sisters and Angela Carter.