About me

I manage assets on behalf of individuals, trusts, pension schemes and charities with the help of experienced support staff. My role also includes promoting services and expertise to independent financial advisers.

Specialisation

Investment Management

Background/Experience

My career in investment management started in 1987 at Barclay Bank Trust Company Limited. In 1993, I joined Robert Doughton and Richard Acfield at Brown Shipley Stockbroking Ltd in Exeter. In 1998, the team joined Christows (which became Williams de Broё and later Investec Wealth & Investment), where I quickly progressed to my current role of associate investment director.

Qualifications

I’m a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI).

My interests

I’m a very keen gardener, baker and member of my local horticultural society. I’ve also been involved in garden projects at my children's school.