As an Investment Manager my role is to invest and manage investments on a discretionary basis for individuals, trust, charities and corporate clients. As a dedicated discretionary investment manager, I am your primary contact, decision maker and you can be assured that your investments are in safe hands.
My passion is helping investors achieve their financial goals by growing real wealth especially in difficult times when good advice and lasting relationships are not easy to build. It is vital to me to forge strong relationships of trust by putting clients at the centre of what we do.
I have over 20 years’ experience in the financial services industry most recently as the Head of the Bristol office for WHIreland where I was an Investment Manager. Having started my career in London, I trained and qualified as an Investment Manager and then became a Chartered Wealth Manager responsible for a range of clients including individuals, trusts, charities and corporate accounts.
My main focus is Discretionary Fund Management (DFM) and portfolio management of accounts including the main tax wrappers being ISAs, SIPPs and Offshore bonds. As a discretionary portfolio investment manager, my responsibilities include investment decision making, portfolio monitoring and ensuring diversification of investments to ensure the best client outcomes.
I am a Chartered Wealth Manager which demonstrates my experience and qualifications awarded by the Chartered Institute for Securities & Investment which recognises senior members in the retail sector at the pinnacle of their profession.
I am also a Fellow of the Chartered Institute for Securities and Investment which is the marker of professionalism in the financial services sector highlighting the highest standards of integrity, skills and behaviour within the industry.
Outside of work, my passions include travelling to less explored parts of the world and cycling. I support a local charity called PROPS which involves an annual cycling event from Bristol to Bordeaux to raise funds for a great cause.