Professional Biography
I love helping client to achieve their financial potential.
How do you describe what you do?
I focus on the design and management of bespoke investment solutions, with the aim of delivering tailored multi asset portfolios that align with clients’ long-term objectives, risk profiles, and the ever-evolving financial landscape.
What's next for you professionally?
I am looking forward to continuing to learn and grow my investment understanding and knowledge and more broadly improve the outcomes I create for my current and future clients alike.
What's your area of expertise?
I specialise in running bespoke, multi asset, global portfolios for high-net-worth individuals, with a particular focus on direct equity stock selection.
What's your favourite thing about your role?
It gives me the opportunity to meet new, interesting and successful individuals, whether that be clients, company management or colleagues and the ability to help clients unlock their own full financial potential.
When you're not at work, what's your favourite thing to do?
I enjoy playing or watching any sport in an outdoor environment, with a particular soft spot for Newcastle United.
What qualifications and memberships do you have?
Chartered Fellow of the Chartered Institute for Securities & Investment.