I assist clients and intermediaries with matters relating to financial markets and portfolios, whether they’re private individuals, pensions, charities, trusts, solicitors or accountants. Each client and intermediary relationship has their own bespoke requirements and I aim to ensure these are fully incorporated into the client experience.
As a holder of the Private Client Investment Advice & Management qualification from the Chartered Institute of Securities & Investment, I have a broad, yet detailed understanding of the factors impacting each client’s financial journey.
I am a keen golfer and enjoy spending time with friends and family.
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Despite living in and around Bristol my whole life, I’m still yet to discover all the restaurants and bars.
As a company, I’ve always been impressed by our ability to identify emerging investment themes, but also ensuring these are integrated into portfolios through a risk adjusted lens.