After 18 years in the City and a successful career in asset management selling investment funds into wealth managers and private banks in the UK & Europe, I have transitioned into wealth management recognising the importance of building strong client relationships and a pedigree investment offering.
Having established a solid network of professional clients, and being able to leverage off the investment knowledge I have gleaned over my career in financial services, I am focused on something I am passionate about - building trusted long-term client relationships, and helping his clients achieve their financial objectives.
With the pride and dedication that I place on developing solid personal relationships with my clients, I ensure that I offer a rounded, professional and principled service. Fundamentally, I see my approach as one of problem solving for the client - rather than product-selling. As a result, having gone through a thorough and detailed analysis of their financial situation, my clients can expect to receive the most comprehensive and appropriate advice at all stages of their life.
Having enjoyed a successful career in the City since 1998, I hold a BA Hons (2:1) in Politics from the University of East Anglia, is a fluent Spanish speaker, and holds both the Investment Management Certificate and the Diploma in Regulated Financial Planning.
Outside of work, I am keen on all things fitness related including training in the gym, cycling, photography, skiing, sailing and field sports.