An experienced investment manager based in Guildford, I manage investment portfolios for private individuals and trustees and joined Charles Stanley in January 2018 having gained more than a decade of investment experience. When working with clients I • Help to identify personal goals and investment objectives• Regularly review the strategy• Consider opportunities for specialist financial planning and legal advice to achieve positive personal tax planning outcomes• Collaborate with expert financial planners, solicitors and accountants My clients include: • Financial planners and their clients• Private individuals of all ages and experience• Trusts I was recognised by PAM as one of the Top 40 under 40 in 2016, a definitive guide to the rising stars in the private banking and private asset management sectors, and in 2017 the office I headed at the time was shortlisted as a Citywire ‘South East Regional Star’ by financial planners. I am a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute of Securities and Investments (CISI), holding the CISI Diploma and CFA UK Investment Management Certificate (IMC).