I am an Investment Director with 30 years of experience in managing discretionary portfolios on a bespoke and individually tailored basis, specialising in private clients, pension funds, trusts and charities. Having started my career at Cazenove and Co. in 1994, I spent 20 years working in The City, managing High Net Worth discretionary portfolios for clients located in the UK and across the globe. I also worked with Butterfield Private Bank (Bermuda) and with Swiss bank Julius Baer as Head of Discretionary Investment Management. Originally from Worcestershire, in 2014 I relocated back from London to work with McCarthy Taylor Limited (MCT) as their Chief Investment Officer, based in Evesham. In 2019, I joined the Canaccord team in the Worcester office, following their acquisition of MCT. I am a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and an Associate of the Personal Finance Society.
A bit about me:
Outside of the office, I enjoy spending time in the countryside.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Maintaining a positive mindset and proactive attitude whilst ensuring clients receive the highest levels of service and helping them to achieve the best possible outcomes.