Contact Details:

01483 413500

Portfolio Manager

Role

• Share Portfolio Management
• Inheritance Tax Portfolios

Expertise

• Securities
• Portfolio Management
• AIM / Small Cap Growth shares

Qualifications

FSA Regulations and Securities
FSA Approved Investment Management
Member of the Securities & Investment Institute (MSI)
BSc Psychology (Hons)
MSc Applied Psychology

Background

I have worked in private client stockbroking since the mid 1990s where I commenced my career in operations. Subsequently I spent 9 years with a leading UK stockbroker advising on and directly managing portfolios before joining Simple Investments. I am married with 2 wonderful daughters and enjoy all sports (more as an observer now), my other interests include music and film.

Comment

"At Simple Investments I enjoy being part of a talented team who collectively share the same desire to provide excellence in service. My focus is to ensure that each client receives effective and optimal management of their assets."