Based in our Leeds office, I’m responsible for providing clients with advice on all major aspects of wealth and investment management. I focus on delivering a high-quality bespoke service with the aim of building long-lasting relationships.
I have 25 years’ experience in the industry, having previously worked for a leading UK private bank before moving to my current position in 2004.
I’m a Chartered Member of the Chartered Institute for Securities and Investment (Chartered MCSI) and have a BA (Hons.) degree in Accounting and Finance.