About me
I head up our Sheffield office and work closely with a multitude of different clients, including private clients, trusts, charities and clients of financial advisers. My focus is very much on establishing and maintaining long-term relationships and ensuring that our office continues to deliver high service standards.
Background/Experience
I have worked for the company for over 20 years, completing an accountancy and finance degree prior to entering the Financial Services sector and obtaining my chartered status. Over those years I have gained experience across all aspects of investment management, with a particular specialism in working with professional intermediaries. I started my career at Nicholson Barber, which was taken over by BWD Rensburg and then subsequently by Investec Wealth & Investment.
My interests
Outside of work, I have a shared passion with my daughter for horse riding which keeps us both active and predominantly outdoors. I also enjoy a game of golf when time allows.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
Unintentional dismounts from a horse that is in full flight.