About me
I am an senior investment manager and have very recently stepped down as the Glasgow Divisional Director. I look after a wide range of clients including private clients, trusts, charities and SIPPs.
Specialisation
Investment Management
Background/Experience
I began my career at Parsons in 1986 and I am a third generation stockbroker. In my 30 years in the industry there has been considerable consolidation. This can be evidenced by the fact that Parsons became Parsons Penney then Allied Provincial. This in turn was merged with Greig Middleton, became Gerrards and was ultimately acquired by Barclays in 2003. I joined Investec in December 2013.
Qualifications
I hold a BA in accountancy and am a member of the CISI.