I specialise in managing investments for high net worth individuals, along with corporates and family investment companies. By taking a holistic approach, I seek to establish a deep understanding of a client's needs to meet their expectations in both the medium and long term, building relationships over the generations.
Starting my career at Coutts bank over 20 years ago, I have spent a lot of time understanding the importance of relationships and the various financial planning approaches and investments available, in order to generate the best outcome for my clients. In 2007 I was elected a Fellow of the Chartered Securities Institute.
I have an eternal love of golf (sadly not talent backed) as well as the countryside, where I live with my family. I also take an active role in various charities in the Birmingham area, being a Trustee to several.
My areas of expertise
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