I specialise in managing investment portfolios on behalf of individuals (including ISAs and SIPPs), families, trusts, corporates and charities, ensuring that each portfolio is tailored to meet the specific needs and objectives of each client. My primary objective is to deliver good investment returns for my clients whilst providing them, and their advisers, with a first class service. I enjoy discussing investments with clients, taking a particular interest in understanding any ESG considerations they may have and incorporating these into their portfolios. Specifically, this involves excluding investments on ethical grounds or including investments on the basis that they are perceived to provide positive societal benefits, in addition to good expected returns.
Following a brief spell in Investec Bank helping develop our savings accounts proposition, I joined our Wealth and Investment department at the beginning of 2015 in order to manage investment portfolios on behalf of a wide variety of clients.
I am a CFA Charterholder having completed all three levels of the Chartered Financial Analyst program. I am also a Chartered Wealth Manager and Member of the Institute for Securities & Investments (CISI), having completed the CISI’s Chartered Wealth Manager qualification.
I also have a Masters in Mechanical Engineering from Durham University.
I love watching and playing most sports and continue to play for my local football club in South London at the weekends. I am a big supporter of Everton Football Club and try to go to as many games as I can. I also enjoy fishing, spending time with my family and friends, travelling to places I have never been and discovering new music.
My areas of expertise
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I put my clients needs first and seek to find extraordinary investments solutions, no matter how complex or nuanced their situation.