Professional Biography
I feel privileged to be trusted to advise and manage client monies to grow their wealth.
How do you describe what you do?
I help clients achieve their financial goals by managing their investment portfolios in line with their aims and risk tolerance.
What's next for you professionally?
To deepen my expertise in investment markets and wealth strategies for clients to help them and their families achieve their financial goals.
What's your area of expertise?
I have been investing for over 30 years (principally in UK equities) for clients, many of whom, are looking for their wealth to provide a future income.
When you're not at work, what's your favourite thing to do?
I love travelling with my family whether that’s in the UK or abroad. Though not expeditions or grand tours the simplest of breaks allows time to recuperate whilst exploring different places, histories, cultures, and of course food.
Why does my role as a wealth manager matter?
I feel privileged to be trusted to advise and manage client monies to grow their wealth and also in many cases helping to enable the next generation to understand more about investing and their financial future.
What qualifications and memberships do you have?
Chartered Member of CISI.