Lancaster Branch Manager
I have been serving the good people of Lancaster and the surrounding areas for over 38 years. In that time I have seen amazing changes in the industry, most noticeably in technology. Our business model has changed over the years, as have the habits of clients. Leisure time is valued more and more, so clients have increasingly turned to us to look after their investments. Managing client’s portfolio is a privilege; one that I take very seriously. I strive to deliver the best returns that I can for every client. They are all treated the same no matter the size of their portfolio.
As head of the Lancaster office, I encourage my team to develop relationships with clients and intermediaries by offering a personal service which follows the values and culture encouraged at CGWM. We have fantastic expertise and experience within the firm and by utilising this we are well-placed to offer our clients the best experience and returns from their wealth.
A bit about me:
I am a very keen golfer and try to play as often as is possible. When not on the golf course, you will find me trying different trails on my mountain bike. I am also a keen skier and try to have at least a week on the slopes every winter.
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 having a positive mindset to achieve results and encourage others in the team to be as good as they can be.
+44 1524 541 563
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