About me
I provide discretionary and advisory services to private clients, trusts, offshore bonds, charities and personal pension schemes. I work with both private individuals and professional intermediaries. I focus on providing a personal and professional service to all clients and genuinely create bespoke portfolios tailored to individual needs and requirements.
Background/Experience
I have a BA (Hons) degree in Business Studies. I’m a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI). I am a qualified Chartered Wealth manager. I am former President and committee member for the South Coast Region of the Chartered Institute for Securities and Investment.
My interests
I am trustee to a handful of UK registered charities and have provided consultancy work to both UK and Overseas charities. I am a keen alto, tenor and baritone saxophonist and play across the south of the UK with a number of jazz and swing bands.
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
The most important part of our job remains that of developing and establishing long term client relationships. Our focus on providing a high degree of personalised service whilst professionally managing bespoke portfolios for our clients continues to be of the utmost importance and it is both the bespoke and individual nature of our business which separates us from the rest.