Professional Biography
Wayne Gretsky said you miss 100% of the shots you never take, so have courage and take the shot, in every walk of life.
How do you describe what you do?
I manage approximately £250m of investments for discretionary clients, ranging from private individuals to pensions and charities.
What's next for you professionally?
As I approach to twilight of my professional career, I see myself continuing in my current role while helping to develop my team in whatever way I can.
How did you start off in your career?
A relative encouraged me to look at a career in stockbroking, following his own success in the field. He gave me some pointers to help me get my first job in 1987 and I have never looked back.
Where's your favourite place to meet with your clients?
I always prefer to meet clients wherever they feel most comfortable - in their own home, one of our offices or even in the pub. It is easier to get to know clients when they feel relaxed and at ease, so I have always let them choose where we meet.
When you're not at work, what's your favourite thing to do?
Winter sports are my favourite. I ski, I play curling and I watch ice hockey. My summers are spent recovering from winter.
What qualifications and memberships do you have?
Chartered Fellow of the CISI.