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.
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.
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
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I take great satisfaction in helping clients achieve their goals.