About me

I manage a broad range of multi-asset investment portfolios for high net worth private clients and families, trusts and company pension schemes, all tailored to their specific circumstances. Included within this are taxable, ISA, SIPP and offshore bonds portfolios. I also enjoy building strong relationships with IFAs where, as a team, we pride ourselves on working closely with both the adviser and their clients to help achieve the required investment solution.

Background/Experience

With over two decades of experience in financial services I endeavour to provide a professional service to my clients with a friendly, calm and reassuring manner, which has resulted in long lasting relationships. As well as my experience I am also qualified as a Chartered Fellow of the Chartered Institute for Securities and Investment Institute (CISI), FCA registered and I hold the SII Diploma.

My interests

I follow most sports and enjoy playing chess or having a round of golf. As a family, our dog ensures we enjoy woodland walks all year round whilst my children relish exploring the bridleways near us and cycling to the reservoir on our bikes.

My areas of expertise

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