About me
My focus is helping clients to look after their assets by building portfolios of investments to suit their needs. I work with a range of clients from private individuals to trusts and charities. A large part of my role is to understand clients’ circumstances, their requirements and financial objectives. In doing so I can help them to build a tailored investment portfolio to match their present and future needs. This can range from producing additional income in retirement to focusing on long-term growth for the next generation. To provide an all-encompassing solution for clients I also work alongside our financial planning team who specialise in providing financial planning advice on areas such as retirement planning, tax planning (including inheritance tax) and life-stage planning.
Background/Experience
In order to ensure that I can provide the highest level of service to clients I have undertaken, and continue to undertake, an array of professional qualifications. Awarded by the Chartered Institute for Securities & Investment (CISI) I am a CISI Chartered Wealth Manager, CISI Chartered Member (Chartered MCSI), and hold the CISI Investment Advice Diploma (Securities & Derivatives). I also hold a first-class Honours degree in Economics from the University of Liverpool.
My interests
When not working I enjoy spending time with my wife, Sophie. We like travelling to experience new cultures and cuisines. Whilst at home we enjoy eating in independent local restaurants. In my spare time I enjoy reading - George Orwell is a favourite author of mine. I am also an avid sports fan with a particular interest in football.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
Helping charities and mutuals with planning and investments
I'm also an expert in...
Food and drink in the North West of England.
I find working with clients extremely rewarding. My role allows me to help them achieve their financial goals whilst cutting-through industry jargon to explain investments and markets.