From a young age I have enjoyed working with people, building relationships, and investing money. In my role as an investment adviser, I work with clients to help them define their financial objectives and create a tailored investment strategy.
I joined SwainWoodham Group in March 2022 which was an exciting move for me after 18 years in aviation. I am proud to work for a financial advice provider who has a long history of doing the best by its clients. I value forming long lasting relationships with clients via our friendly, discrete, and high performing wealth management service.
Integrity, empathy, and doing the best by people, is, and always will be at the core of what I do.
