Joined Charles Stanley in 1999 as an Investment Manager, looking after a wide range of accounts. Previously worked at Lloyd’s of London as an insurance analyst, being a director of two members’ agencies offering advice to over 600 clients (corporate and individual). Managing a broad cross section of private client portfolios, including charities, corporation of Lloyd's, self invested pensions and trust portfolios. Committed to providing a truly bespoke investment management service for our clients.Experienced in the full spectrum of asset classes including equities, fixed Income, collective and alternative Investments. We help to manage investment returns for our clients by gaining a full understanding of their personal circumstances, objectives and attitude to risk.
Listed skills include Investments, Asset Management, Equities, Business Strategy, and 9 others.