About me
I am the team leader for the Leeds and Sheffield discretionary desk, managing investment portfolios for varied types of clients including private individuals, pension funds, charities and trusts.
Background/Experience
I have over two decades of investment experience managing client portfolios, during which time I was also a stock analyst for Rensburg Sheppards. I am a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI) and I am currently a member of the Investec UK Stock Selection Committee, as well as sitting on the Leeds Office Management Committee.
My interests
I love travelling, and have a particular passion for Africa. I am also a fan of rugby union, especially Super XV.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
I take great satisfaction in helping clients achieve their goals.