Spending time with my growing family provides me with the most enjoyment; however, I am also heavily involved with the local community, winning awards such as 'Volunteer of the Year' (2020). I am the Chair for the Leeds & District Basketball Leagues and previously held a variety of other voluntary positions including Non-Executive Director of a Yorkshire education trust.
As an active participant in various business catalyst and angel investor networks I have established a strong presence within the Yorkshire Entrepreneur market. This includes regularly chairing masterclasses for Connect Yorkshire.
I hold degrees in Finance, Business, Psychology and Sport. I'm a Chartered Wealth Manager, a Chartered Financial Planner and a Fellow by examination of the Personal Finance Society, Chartered Insurance Institute and Chartered Institute of Securities & Investments.
I have received numerous industry awards and recognition during my career. These include being shortlisted by Spears as 'Young Private Banker of the Year' (2013), highlighted as an industry ‘Rising Star’ (2014) and winning 'Director of the Year' (2021) in the Yorkshire Financial Awards.
My role at Brown Shipley & Co Ltd, a Quintet Private Bank, involves the relationship with a small number of very high value clients and their wider family. I advise and support them with the challenges they face in fulfilling their hopes, dreams and aspirations.
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