Working with the end investor is extremely rewarding and gives you a great sense of accountability. There is no screen to hide behind and you can see the direct impact of your recommendations. You can see how an intangible service can have very tangible effects.

Two things underpin wealth management: The understanding of the market and the understanding of people. I have always been intrigued by both, whether that was studying Economics at LSE, working in advertising or managing investments.

Coming from a family of very practical people, I was drawn to wealth management because, for me, it is the most practical area of finance.

I started my financial career in 2016 within the Research team at Killik & Co. Initially, I helped manage discretionary fund-based portfolios for private clients. I was itching to speak to clients directly and, after a few years, moved into a client-facing role.

In terms of qualifications, I am a CFA charterholder. From working directly with clients, I have found that the advice they require often involves an element of financial planning and so I am currently studying towards the Diploma in Regulated Financial Planning so that we can provide a very holistic service to clients.

Working with Raymond James allows us to focus on what we do best, that is building long-lasting relationships with clients and managing portfolios. Raymond James provides the infrastructure in the background to make this happen.