About me
As a Senior Investment Director, I am committed to helping my clients understand and, using the extensive resources provided by our research department, focus their investment strategy to help them achieve their financial objectives. I manage discretionary investment portfolios for private clients, local charities, trusts, personal injury trusts and clients of professional advisers.
Background/Experience
I started my career in finance with Williams de Broë (now Investec) in January 2001. I have a BA (Hons) in History and I also hold the professional qualification of Chartered FCSI (Fellow of the Chartered Institute for Securities and Investment). During my time in the industry I have gained the professional qualifications and valuable experience that is invaluable when helping my clients achieve their financial goals.
My interests
I like to spend time with my family and I also like to travel and experience different cultures and sights. I am a rugby fan and enjoy following the progress of the Exeter Chiefs.
My areas of expertise
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Helping private clients with your life goals and investment choices
Helping charities and mutuals with planning and investments
Helping IFAs with investment management for their clients
I believe that the combination of first class globally focussed research, tailored investment strategies and excellent customer service sets us aside from the crowd.