I provide investment advice and implement wealth management strategies for general investment portfolios, ISA's, SIPPs, trusts and offshore bonds. I specialise in working with individuals who have over £150,000 in investable assets, and with independent financial advisers who outsource the investment management of their clients' portfolios to a discretionary fund manager. I use a variety of asset classes to construct bespoke investment portfolios which are aligned to my clients' long-term goals and within their risk tolerance.
I am a Fellow of the Chartered Institute for Securities and Investment and a former Member of the CISI Committee for Liverpool, Chester and North Wales. I hold the Chartered Wealth Manager qualification and the Investment Advice Diploma, allowing me to give high level advice on a wide range of investments and asset classes. My academic background is in Economics and Political Science and I also received my MBA in 2009. I was previously employed by Barclays Capital and Cheviot Asset Management (now Quilter Cheviot) before leaving to join Investec in 2013.
I spend lots of time with my wife Victoria, running after our infinitely energetic young son, William, while he terrorises our dog Dixie. I am currently also attempting to reduce my golf handicap but struggling with this due in part to the aforementioned things.
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Being a guide on the 'Historic Pub Tour' of Liverpool.
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