About me
I am a senior investment director based in our Sheffield Office, managing portfolios for private clients, pension funds, charities and trusts, both directly and on behalf of professional intermediaries.
Background/Experience
I graduated from Leeds University with a BA in Management, I have since become a chartered member of The Chartered Institute for Securities & Investment and the Personal Finance Society.
My interests
I am an avid fan of travel, having travelled extensively in South East Asia and South America. My other interests focus on motorsport and where possible combining this with international travel.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
- AIM investing
- Bespoke portfolio management
- Investing for your children's future
- Portfolio investing
- Wealth preservation
