I manage investment portfolios for a wide range of clients. These include high-net-worth individuals, pensions, bonds, Trusts, charities, and corporate accounts, the majority of which come to us via referrals from financial advisers.
Having previously worked in the City of London as an investment consultant, I moved back to Devon in 2010 to join the Exeter branch of Williams de Broë (now Investec Wealth & Investment).
In 2005, I graduated with a BSc (Hons.) in Astrophysics and an MSc in Economics and Finance from the University of Bristol. Having completed the Chartered Institute for Securities & Investment’s Level 7 Masters in Wealth Management, I’m a Chartered Member of the institute (Chartered MCSI).
I live in a small fishing village on the South East coast of Devon, where I enjoy football and playing guitar. I am a board member of the Community Land Trust which assists and advises on the development of housing for young families.