I’m part of the High Net Worth Team which concentrates on managing the portfolios of entrepreneurs and business owners and managers.
I’ve worked in the finance industry for the past 14 years. After spending nine years as an officer with the Royal Navy where I served variously in the Falklands, with NATO and The Fleet Air Arm, I joined BWD Rensburg (now Investec) in 1999 before moving on to HSBC Private Bank in 2007. There I managed a portfolio of mainly entrepreneurial clients as well as serving as the Northern team’s hedge fund specialist.
I have a degree in Economics and I’m a Chartered Fellow of The Securities & Investment Institute. I also hold the Diploma of The Personal Finance Society and the Advanced Financial Planning Certificate.
I’m a member of Sandiway Golf Club in Cheshire and also enjoys football and cricket.