I specialise in looking after and managing the investments for individual clients, charities, trusts and clients of professional advisers on a bespoke basis. I have relationships with private clients, trusts, pension funds and working with both professional intermediaries and key client advisers. From the Manchester office, I build the most suitable portfolios for clients using a range of investments across different asset classes including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products. I look after clients across different stages of their lives from starting to save, through a professional career, life changing events and into retirement as well as looking to the next generation.
I am a Chartered Fellow of the Chartered Institute for Securities & Investment as well as a Chartered Wealth Manager. I hold the Securities and Investment Institute Diploma having studied for it after my university degree. My career has been in investment management and private banking over the last two decades which has allowed me to partner with clients for the long term, over some very challenging and unique circumstances, and provide wide ranging advice during differing market conditions.
I enjoy an active and fun family life living in Cheshire where my children attend the local village school and combine a busy social calendar with a keen interest in sporting challenges.
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