I am an experienced portfolio manager and investment advisor, I have over 15 years’ experience working in international financial services.
I manage and provide advice on investment strategies for IoM and international clients and their advisors. My discretionary managed, advisory and stock broking clients include private individuals, personal pensions, corporate pensions, companies, offshore and charitable trusts, funds and family offices.
My drive every day is to look after our existing clients and their investments to the best of my ability, and to work with our award-winning team to continue to grow our client base on the Isle of Man and beyond.
After serving in the Royal Air Force as a commissioned officer and pilot, I have lived on the Isle of Man since 2007.
Location: Isle of Man
A bit about me:
When not in the gym, living on the Isle of Man we are lucky to have the most beautiful countryside and beaches. I love exploring these with my wife and three young children as well as socialising in the local community.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do is a mind-set and way of life. It is doing and being the best that we can and working as a team in order to offer the highest level of service and expertise to our clients and contacts.
+44 1624 690120
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