Professional Biography
Long term consistent compounded returns lead to better outcomes compared with those that seek short term gain.
How do you describe what you do?
I manage investment portfolios for private clients, trusts and charities. I also have management responsibilities within the Liverpool office and across the north west.
What's next for you professionally?
To continue to provide an excellent investment management service to my own clients whilst also supporting the growth of the north west offices in general.
How did you start off in your career?
I started my working life as a stockbroker in London over 20 years ago, during the Dot Com era. That was a long time ago now, but it still seems like yesterday.
What's your favourite thing about your role?
I love working with clients and helping them achieve their financial goals.
When you're not at work, what's your favourite thing to do?
I would have to say spending time with my three children is my favourite thing to do when not at work, but playing golf would be a close second.
What qualifications and memberships do you have?
- Chartered FCSI
- Dip PFS