Responsible for business development for Tavistock Asset Management.Over 20 years’ experience in financial services, spending more than a decade at Barclays Wealth managing private client portfolios for individuals through to Charities and Trusts. Spent 7 years at PB Financial Planning Ltd (PBFP) as Investment Director responsible for PBFP’s Discretionary Model Portfolio Service and assets worth £170m. Joined Tavistock in 2016 when Tavistock Investments Plc acquired PBFP.I hold an MA in International Political Economy from the University of Leeds, as well as Chartered Wealth Manager status with the CISI where I am also a Chartered Fellow.