As an Investment Director of our Worcester office, I am responsible for leading a team that is committed to providing personalised and exceptional investment management to private clients, trusts, pension funds and charities. I have over 40 years of experience in the Financial Services industry and have been an Investment Manager for over 35 years. My expertise and knowledge enable me to provide sound investment advice that aligns with my clients' financial objectives. Having navigated through many market cycles, I can help my clients make informed decisions during challenging market conditions whilst taking advantage of favourable conditions. I understand that each client has unique financial needs and objectives, so I customise my investment strategies to cater to each client's specific requirements. I take pride in building long-term relationships by providing a premium service that delivers tailored advice, maximising the potential for my clients' financial success over the long term.
A bit about me:
My hobbies include fishing (fresh air and relaxing), horse racing (love the Cheltenham Festival), watching all sports (especially Wolverhampton Wanderers) and keeping as fit as possible at the gym.
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 means having a positive and solution-focused attitude towards challenges. It means being proactive, adaptable, and willing to go the extra mile for our clients.