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
Contact me via the form above to learn more about...
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.