Professional Biography
With the ever-changing macro-economic environment it is more important than ever to take a proactive role to investing.
How do you describe what you do?
I lead the Northeast Investment Team and am dedicated to ensuring clients receive a personalised service within the region when investing their capital.
What's next for you professionally?
The continued growth of the investment team whilst also a personalised approach in the region.
How did you start off in your career?
I started off as a trainee relationship manger in our Liverpool office, went through my qualifications and was advising clients in the region for a number of years. Then I got the opportunity to set up the Newcastle Investment team in 2021.
What's your area of expertise?
I manage a wide range of client investment mandates including charities, pension funds and private client portfolios. With a particular specialism in helping entrepreneurs manage their business and personal wealth.
Why does my role as a wealth manager matter?
With the ever-changing macro-economic environment it is more important than ever to take a proactive role to investing.
What qualifications and memberships do you have?
BSC (Hons), Chartered FCSI.