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.
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.
- Investment Management Certificate
- CISI Investment Advice Diploma
- CISI Wealth Management Masters
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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Looking for lost golf balls.
At the heart of our business are our clients. Retaining those clients and attracting new clients means the strength and integrity of our service is critical. Our biggest source of new business is referrals from existing clients and advisors which highlights the service we provide.