I’m an Investment Director and manage portfolios predominately for private clients, family trusts and charities, on both a discretionary and advisory basis.
After graduating, I worked for a US stock broking firm based in Canary Wharf, London. I later joined Rensburg Sheppards (now Investec Wealth & Investment) in January 2008, working in Yorkshire and more recently returning to my home town of Cheltenham.
I have a BA Hons. degree in Financial Services & Economics and a Masters in Wealth Management, being a Chartered Member of the Securities Institute (CISI).
I’m an active downhill mountain biker, and in the summer months I play cricket, golf and also windsurf.