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In my role as an Investment Manager, I specialise in managing a range of portfolios across a variety of asset classes for my clients. I began my career in 2014 at Hargreave Hale, a leading smaller-companies investment house, joining CGWM in 2017 when it acquired the business. I have performed a variety of roles within the front office, garnering a depth of understanding and experience. I work alongside Mike Davies and Paul Langford, am a member of the Closed Ended Investment Committee and a Chartered Member of the CISI. I hold the Level 6 Private Client Investment Advice and Management and am currently working towards my Level 7 Chartered Wealth Manager qualification.
A bit about me:
I am a keen sportsman and enjoy playing football and cricket. I enjoy watching all sports, keeping fit at the gym and running.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Going above and beyond for clients to provide a high level of service whilst maintaining strong and long-lasting relationships.