About me

My primary role involves the day-to-day management of private client, SIPP and family trust portfolios. Working in a team of four, I am heavily involved in the whole investment process and regularly contribute to the team’s investment decisions. I have particular expertise in data analysis and focus my efforts on asset allocation and performance analysis. In many instances I also work closely with our financial planners, ensuring that our clients receive the best investment and tax advice.

Background/Experience

I am a Chartered Fellow of the Chartered Institute for Securities and Investment, and I have completed both the Level 4 Investment Advice Diploma and Level 7 Chartered Wealth Manager qualifications. These qualifications, combined with over a decade of experience working in the financial sector, have given me breadth and depth of market knowledge to draw from to benefit my clients. Before becoming an investment manager I worked for two years alongside analysts in our research team, where I established a strong knowledge of investments and markets that has been invaluable in my current role. Prior to working, I obtained a BSc in Physics from the University of Exeter.

My interests

I am an avid Formula 1 fan and try to attend at least one race each year. I also enjoy keeping fit and climb at my local climbing centre. My other passion is travelling and I enjoy visiting countries in South America, Central America and South East Asia where sampling the different cultures and food is always a highlight.

My areas of expertise

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