I work closely with two senior directors to manage a large client base, providing research, report writing and advice for a variety of clients. I also manage my own client base of private clients, trusts, charities and pension funds, as well as liaising with professional intermediaries such as accountants, solicitors and professional advisers.
After graduating in 1997, I started my career with a leading Midlands brokerage, working as an investment consultant. I later returned to Sheffield, joining BWD Rensburg (now Investec Wealth & Investment) in 2000.
I hold Chartered Insurance Institute Financial Planning qualifications as well as being a Member of the Chartered Securities & Investment Institute (Chartered Fellow MCSI).
I’m a keen golfer and enjoy travel and reading.