I deal with Private Clients, Advisers, Trustees and Charities to make sure that all of their investment management needs are met and exceeded. Once I have identified client needs, I will construct a portfolio, consisting of fixed income, equity and alternatives to meet their financial goals, within their unique risk parameters. At Quilter Cheviot, we pay very close attention to what is right for the client and I pride myself in finding suitable, clear and effective outcomes for my clients.
I am a Chartered Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager. I recently passed level one of the CFA exams and hope to complete this in the near future.
I have worked at Quilter Cheviot for over 9 years, and have been a fully qualified investment manager for over six of these. Prior to this, I have a further four years’ finance industry experience, with a bias to accountancy. This is extremely helpful when looking at companies’ financial statements.
Outside work, I enjoy playing golf and tennis.