About me

I manage a wide range of discretionary portfolios on behalf of private clients, pension funds and trusts. I’m heavily involved with the IFA community and have built strong relationships with professional intermediaries in the local area and beyond.

Specialisation

Investment Management

Background/Experience

After graduating, I joined the Bournemouth office of Christows, which later became Williams de Broё (now Investec) in 2001.

Qualifications

I have an Honours degree from Cardiff University Business School. I’m a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI), and hold the Institute’s Diploma qualification.

My interests

I like to keep fit and enjoy running and playing squash.