I look after a wide range of clients, and specialise in managing the investments of grouped family accounts and trusts, both onshore and offshore. My focus is on delivering bespoke portfolios, with a high degree of contact with my clients and their advisers. I am currently a member of the company's Investment Committee.
I’m a Chartered Member of the Chartered Institute for Securities and Investment, and during my time in Birmingham I was at one stage President of the Birmingham regional board.
I love most forms of music but particularly enjoy classical music. I’m also a keen amateur historian, with a special interest in the English Civil Wars.
My areas of expertise
Contact me via the form above to learn more about....
We offer truly bespoke investment management supported by a highly experienced and well-resourced research team.