Professional Biography
The trust clients put in me is never underestimated.
How do you describe what you do?
I am responsible for overseeing client portfolios, making informed decisions about buying, holding, or selling assets based on thorough market research, whilst also considering their risk tolerance, liquidity requirements and investment preferences.
What's next for you professionally?
My priority is to provide excellent service levels and investment returns to my clients, ensuring the highest levels of trust for those I advise.
What's the best piece of advice you've ever been given?
If you're not in the raffle you won't win the prize. Failing is tough but if you only stick to doing what you're comfortable with, you will never learn and never grow.
When you're not at work, what's your favourite thing to do?
As a father of two young children, you will typically find me at a soft play, zoo, aquarium or park. My favourite thing to do is actually golf but I will have time for that in later years, for now family time is the priority.
Why does my role as a wealth manager matter?
I am trusted to manage the overwhelming majority of my client's total wealth; the trust they put in me is never underestimated and always appreciated.
What qualifications and memberships do you have?
Chartered MCSI