About Fred
I joined the company in 2022 and have over a decade of experience in investment management. I specialise in providing tailored investment portfolios, built around each client's personal aspirations and individual circumstances. My investment philosophy is centred around putting capital preservation at the heart of each portfolio. I manage assets on behalf of a range of clients, including business owners, individuals, pension funds, trusts, and charities. I have built a base of clients who have founded their own businesses, whom I help through all stages of their entrepreneurial journey. I pride myself on delivering the highest level of service to all clients and have been encouraged by my clients’ trust and willingness to refer their friends and family. I was awarded Citywire 30 under 30 in 2014.