I am a qualified stockbroker and investment manager with 20 years of experience in the finance industry. I started my career in Edinburgh before moving to Birmingham to work at Brewin Dolphin. I spent over a decade at EFG Harris Allday before joining Hargreave Hale, now Canaccord in 2016. I work directly with Simon Raggett in the Worcester office managing private clients including individuals, trusts and charity accounts across a wide range of mandates. I believe in taking time with clients to listen and understand their personal requirements in order to provide the best investment service.
A bit about me:
Out of the office, I enjoy spending time in the outdoors. You will find me happiest, walking my dog across muddy fields, skiing and wild swimming. I also practise yoga and am a qualified yoga instructor.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
To me Can-do means always being able to adapt and progress whilst continuing to deliver the best for our clients, colleagues and the company.
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