I help investors navigate the increasingly crowded UK wealth management sector. From offering guidance when reviewing or appointing managers to ongoing oversight and scrutiny, I work with individuals, families and trustees to ensure they optimise their wealth management provision.I also support local charities where I hope I can add value. I am currently a Finance Committee Member at Durham Cathedral and a Trustee at Tyne Rivers Trust, a conservation charity that works to protect and restore the Tyne catchment. I have recently joined the Investment Committee of The Community Foundation, Tyne & Wear and Northumberland as a co-opted member.