I personally manage investment portfolios for a range of private clients, including self-invested pension plans (SIPPs), ISA's, trusts, family investment companies and small charities. I am responsible for creating and implementing the most appropriate investment strategy for my clients, as well as the subsequent day-to-day management of those investment portfolios. To ensure the best outcomes for our mutual clients, I also work closely with intermediaries, such as solicitors, accountants and independent financial advisors.
I have over two decades of experience in managing investment portfolios and I am a Chartered Fellow of the Chartered Institute for Securities and Investment, receiving the annual award for the highest mark in the fund management module of the Diploma qualification. I have been commended by clients for a 'high level of commitment and professionalism' as well as for being able to quickly and comprehensively understand their broader financial goals and objectives. The latter being helped by my completion of the Advanced Financial Planning certificate through the Chartered Insurance Institute.
I am married with children and in my (now far more limited) spare time I am a keen cyclist, skier and enthusiastic traveller.
My areas of expertise
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I enjoy providing a bespoke approach which allows me the freedom to build investment portfolios appropriate for the needs of each individual client.