Professional Biography
The market never stands still—and that means new chances to grow and protect your investments.
How do you describe what you do?
I manage private client discretionary investment management portfolios, using 30 years of industry experience to optimise stock selection and asset allocation based on each client's personal needs.
What's next for you professionally?
Continuing to provide multi generational investment advice for private clients and, where appropriate, in conjunction with Financial Planning colleagues.
What's the best piece of advice you've ever been given?
For investments, run your winners and cut your losers. Easy to say but requires discipline to execute!
What's your area of expertise?
Managing investment portfolios, including authorised unit trusts, with a bias towards equities for longer term capital growth. In client terms, I act for a wide range of UK residents, with a notable lean towards complex family groups.
What's your favourite thing about your role?
The perpetual daily shift in the investment landscape provides opportunities to act for the benefit of client investment portfolios - exploiting change is a great intellectual challenge.
What qualifications and memberships do you have?
Fellow of the Chartered Institute for Securities & Investment (CISI).