About me
I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients’ personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.
Background/Experience
After graduating from the University of Liverpool with a degree in Financial Economics, I started my career at BWD Rensburg now part of Investec Wealth & Investment. After a rewarding eight years I moved into corporate risk management with Barclays Capital in Manchester, working in the interest rate and currency markets. I subsequently moved back into private client investments with HSBC Asset Management in London.
Over the years I have worked with many different clients and built financial solutions for a variety of objectives including tax efficiency, income generation, risk reduction and long term growth. I am a qualified Chartered Wealth Manager and a Chartered Fellow of the Securities Institute.
My interests
I have a young family and a Portuguese Water Dog which means that I spend a lot of time walking in the Surrey Hills.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Finding very old pubs serving locally-sourced food.
We offer first class investment expertise together with the level of personal service that is increasingly rare to find.