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.
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.
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
Contact me via the form to learn more about...
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.