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

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