Biography
I first joined the world of Financial Servies six months before the Stock Market crash of 1987 and as I was working in a Stockbroking firm I had a front row seat for this event. By the mid 1990's I was an Investment Manager dealing predominately for Private clients in their investment affairs. In 2014 I moved into the world of Private Wealth Management, which commands both financial advice and Investment management. At IMAM I will be focused on developing personalised portfolios for existing and new clients, as opposed to model portfolios which are not tailored.
Key Highlights
Supported clients in the move from Andrews Gwynne to IM Asset management, following the takeover of AG by IMAM.
What is the most rewarding aspect of your role?
Seeing happy clients who also have peace of mind as their investments grow (particularly pensions) in trying circumstances as the world gets ever more complicated and dangerous.
What do you do away from the office?
I enjoy being outdoors and my new e-mountain bike has taken this to a whole new level!
What inspired you to get into financial services?
From a young age I have always taken a keen interest in Investing, markets and Geopolitics. Any a job in the world of Investment's and Financial Advice fitted neatly with these.
