Professional Biography
Attention to detail and teamwork have guided me from the Army to investment management.
How do you describe what you do?
Investment management for private clients, trusts, personal pensions and charities.
What's next for you professionally?
Continue to look after my clients' investment portfolios.
What's your favourite thing about your role?
Developing a rapport with a client and seeing investment decisions bear fruit over time.
Do you have a significant experience that your clients would want to hear about?
I was in the British Army for much of my 20s. My experience in a reconnaissance regiment in the 1991 Gulf War emphasised the importance of many things, including attention to detail, clear communication, working under pressure and team work.
When you're not at work, what's your favourite thing to do?
I like to spend time walking the dogs, watching cricket and racing with family and friends, and fishing. I love skiing and wine, often together.
What qualifications and memberships do you have?
Fellow CISI