I manage portfolios on behalf of a wide range of private clients including pensions, trusts and offshore bonds on both a discretionary and advisory basis.
I started my investment career at Brewin Dolphin in 2000. I then subsequently moved to Williams de Broë (now Investec Wealth & Investment) in 2005. I’m also a Trustee of an Almshouse Charity.
I hold the Chartered Institute for Securities and Investment (CISI) Diploma, and I’m a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
I enjoy spending time with my young family and keeping fit through British Military Fitness.