I am an investment consultant, working with pension and charity clients to provide straightforward, bespoke and tailored solutions to complex problems. Coming from a statistics background, I have particular experience in modelling decisions and outcomes.
In addition to my client role, I am a member of LCP’s investment research team. I regularly meet with multi-asset fund managers to discuss the broad range of factors and developments that affect how they manage their portfolios. I also work with the responsible investment team to design and use tools for managing and monitoring climate and ESG risks, with particular focus on metrics reporting for TCFD.
I finished my actuarial exams in September 2022 and am working towards becoming a fellow.
I feel totally confident in the provision of a professional and knowledgeable service.
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We help charities and endowments construct investment strategies and pick the right investment funds to both meet their financial objectives and be aligned with their missions.
Our investment team works with trustees and sponsors of pension schemes to help them maximise their investment returns, while ensuring risk is well managed.
Our investment team works with trustees of DB and DC schemes to set bespoke investment strategies and select fund managers. Using our market-leading technology, we help you navigate your journey by providing you with clear, actionable insights which enable you to make better short and long-term investment decisions.