I joined United Advisers Group as a Client Relationship Manager, was promoted to Wealth Manager and, after working with the UAG Directors to develop United Advisers Marine, moved into my current role.
It’s incredible to have been with the company since our first yacht crew client, to now having a constantly growing team. I love seeing the company develop and the value we’re able to bring to clients.
Working in the superyacht industry for so many years has given me the opportunity to really understand yacht crew and the challenges they face managing money and developing financial plans. There’s no doubt in my mind this experience helps me provide the best possible advice to Superyacht crew.