About me
I work within our specialist charities team as an investment director where I provide strategic advice and bespoke investment management for charities and not-for-profit organisations. With ethical investment requirements being a particular focus, I create and manage tailored portfolios for clients. In addition to this, I sit on a number of internal committees to deliver the necessary resources to the firm’s charity clients.
Background/Experience
From experience of working with charities for over a decade, I can confidently say no two charities have the exact same requirements. Therefore, having an investment house and specialist charities team that can provide a tailored investment solutions is vital. I am a Fellow of the Chartered Institute for Securities and Investment having completed the CISI Masters in Wealth Management and I hold a BA (Hons.) degree in History.
My interests
I am a passionate supporter of the countryside and spend weekends with my young family enjoying all it has to offer. Other interests are sports (both playing and watching) and cooking.
My areas of expertise
Contact me via the form to learn more about...
Helping charities and mutuals with planning and investments
I'm also an expert in...
Keeping secret the best surf spot in Cornwall.
Our charities team combine the benefits of institutional style investment management with that of a private client service. Our ability to provide bespoke portfolios to all charity types with a direct relationship with each investment manager is a compelling offering.