About me
I help clients and intermediaries navigate financial markets by constructing bespoke investment portfolios. A client's circumstances, objectives, attitude to risk and knowledge are all different, so I tailor my service to suit their needs. I work with all types of clients, including; high net worth individuals and their families, charities, trusts, pension funds and companies.
Background/Experience
I am proud to be a member of the Chartered Institute for Securities and Investment (CISI). I hold the institute's Masters qualification in Wealth Management (Level 7). I have worked in the industry directly since 2013.
My Interests
I’m into cars and motorsport. I also ski and snowboard, swim (competitively, in a former life), and play golf (sort of). I am an enthusiastic cook, as long as it's pasta.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
Helping IFA's with investment management for their clients
I'm also an expert in...
Training stubborn dachshunds. I am, as yet, unsuccessful. But I have plenty of experience from trying.
We are supported by a highly regarded research department containing some of the best minds in our industry.