Head of Worcester Office
I have worked as a Stockbroker and Investment Manager for 30 years. I specialise in managing investments for a broad range of private clients, trusts and local and national charities, covering the Midlands and beyond. I am involved in the construction of client portfolios, ongoing portfolio management and enjoy building long-term, strong relationships with my clients. I joined Hargreave Hale in 2015 before becoming part of CGWM when the business was acquired in 2017. I have subsequently taken over responsibility for the management of the Worcester office which is an integrated investment management and financial planning office. More recently, I have also been tasked with taking on oversight of investment management for our growing Midlands presence.
A bit about me:
When I am not in the office, I enjoy playing sports and love the outdoors. I am a keen walker and cyclist but can be easily persuaded to participate in any competitive activity!
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 taking a positive and energetic approach to life and, in particular, to my clients. I am always available for my clients and colleagues and happy to help wherever I can.
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