Professional Biography
I take pride when my clients achieve success
How do you describe what you do?
I believe in a highly personal approach to investment management. I work collaboratively with other professionals to help individuals achieve their broader objectives—an increasingly vital skill in today’s evolving political and fiscal landscape.
What's next for you professionally?
I take pride when my clients achieve success and my hope is to continue to work with them to grow together.
How did you start off in your career?
I started my career as a sixteen-year-old. I had a part time role with Barclays Bank working two evenings per week after school.
What's next for you personally?
I am a father of two young girls, and I look forward to seeing them grow.
Where's your favourite place to meet with your clients?
I feel the best place to meet clients is where they are most comfortable. This is often at the dining room table of their home, but can sometimes be at a restaurant or pub!
What qualifications and memberships do you have?
- Chartered Wealth Manager
- Chartered Fellow of Chartered Institute for Securities & Investment (CISI)