I work alongside Adam Brewer in managing the portfolios and relationships of a wide range of clients including: High Net Worth Individuals, Pensions, Bonds, Charities, and Corporate Accounts, the majority of whom came via referral from Financial Advisers.
My interest in Investment Management and Finance stems from 2008 when I graduated with a BA (Hons) Degree in Accounting and Finance from the University of Plymouth, although my love of playing Monopoly as a child probably played a part in shaping my career. I have built up my experience in Financial Services through a range of roles, from being a finance assistant, to administration for fund managers, and then to Investment Management for a High Street Bank. I have also completed the Chartered Institute for Securities & Investment’s Level 7 Masters in Wealth Management.
I enjoy spending time with my wife and two sons, and in my downtime I enjoy keeping fit, reading graphic novels, as well as following the NFL and Formula One.
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We are able to put our clients at the forefront of everything we do.