I am a Level 7 qualified investment manager and a Chartered Fellow of the Chartered Institute for Securities and Investments. I joined Brewin Dolphin in 2005 and work with a team of over 25 people managing over £1.5billion. We assist our clients in achieving their financial goals whilst also delivering the service they require, whether that be managing tax and making use of the allowances available to them or providing guidance when making some of the biggest decisions of their lives. I get to know my clients in depth which leads to informed decisions being made and allows us to work together to create bespoke portfolios and investment solutions, tailored to each of them.Originally from the North East of England, I have worked at several Brewin Dolphin offices around the country and currently work from the London office. I am passionate about people and am involved in a number of charitable causes, especially those geared towards equality, social mobility and social responsibility.Feel free to contact me on LinkedIn if this is something that would be useful to you, a family member or a professional contact.