What do you do?
I am the Head of Advice and my focus is on helping Cooper Parry Wealth realise its growth ambitions, managing the team of Relationship Managers, chairing the investment committee and ensuring that a successful client experience remains at the heart of everything we do.
Why do you do it?
I came here during my University degree and joined permanently when I graduated. I have spent my whole career at Cooper Parry Wealth.
What’s on top of your bucket list?
As a keen golfer, I’d love to play at Pebble Beach in California (a popular US Open venue). It has some of the best views over the Pacific Ocean.
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