About me
I am responsible for the investment strategy and day-to-day management of portfolios for individuals, trusts, charities and pension funds. In addition, I regularly review clients circumstances and use the information to work with financial planning to try and ensure that they achieve the best possible outcome.
Background/Experience
I started my career in Investment management with Tilney before moving to Rensburg (now Investec). I’m a Chartered Fellow of the Chartered Institute for Securities and Investments (Chartered FCSI).
My interests
I am married to Jane and we have four children. My main interest is golf but I do enjoy watching most sports.
My areas of expertise
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Helping private clients with their life goals and investment choices
Helping charities and mutuals with planning and investments
Helping IFAs with investment management for their clients
I will always try to provide clients with the solution that will help them to achieve their desired outcome.