About me
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.
Background/Experience
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.
My interests
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.
My areas of expertise
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