About me

My first objective is to fully understand each client's current lifestyle and financial goals, in order to manage a bespoke portfolio specifically tailored to meet their individual requirements. I invest directly into companies in the UK and overseas as I believe this provides a greater level of diversification and access to a wider range of investment opportunities. In addition, I work closely with financial advisors and private bank colleagues to ensure my clients have access to expert advice across the full spectrum of their financial affairs.   

Background/Experience

The first eight years of my career were spent looking after a broad range of international and advisory clients. In 2018 I switched to predominantly look after discretionary UK resident clients. The experience I gained in the international and advisory spheres has provide me with experience to service a broad range of client requirements and formulate a more internationally minded investment approach.

Qualifications include:

• Investment Management Certificate 
• CISI Investment Advice Diploma 
• CISI Wealth Management Masters  

My interests

I have young sons and enjoy a range of activities with them. I am an out and out sports enthusiast and will watch or play any sport as time allows. I play rugby for Richmond and am also a keen golfer.

My areas of expertise

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