About me

I’m part of the High Net Worth Team which concentrates on managing the portfolios of entrepreneurs and business owners and managers.

Specialisation

Investment Management

Background/Experience

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.

Qualifications

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.

My interests

I’m a member of Sandiway Golf Club in Cheshire and also enjoys football and cricket.