I have worked in the wealth management industry for over 15 years and thoroughly enjoy what I do.
I started out at Williams de Broe in 2006 and through various acquisitions, this became part of Investec Wealth & Investment where I was an Investment Manager. I joined Canaccord in 2017, where I actively manage client portfolios based on their risk appetite and requirements. I work with the Head of UK Portfolio Management, David Herbert, in managing discretionary and advisory portfolios for private clients, trusts and charities.
I have a Level 6 qualification in private client investment advice and management.
A bit about me:
I live in Essex and am lucky to be surrounded by the gorgeous countryside, which gets me out on some lovely long walks. If I'm not socialising with friends and family, you'll find me inside watching F1.
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 a positive and enthusiastic approach, both professionally and personally. This helps to drive a better outcome for clients and the service they receive.
0207 523 4739
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