About me
I manage bespoke portfolios for private clients, trusts and charities, on both a discretionary and advisory basis, and have significant experience of investment with ISAs, SIPPS and offshore vehicles. Our clients often remain with us for many years, resulting in managing multiple generations of families.
Background/Experience
I have completed both the Investment Advice Diploma and the Chartered Wealth Manager Qualification, and I am a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). I have worked as part of a highly experienced investment team for many years with clients appreciating both the knowledge and continuity this brings.
My interests
Outside of work I keep very active, enjoying indoor and outdoor exercise classes and swimming. I am also a classical pianist, rock guitarist and bassist.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
The independent eateries of Birmingham.
