I joined the company early in 2024 as a stockbroker. My main areas of focus are in the international and UK direct equity space, as well as international collectives and fixed interest. Prior to this I learned the ropes of the wealth management industry in a discretionary portfolio management role. Now in the fast-pace environment of an execution and advisory role, I enjoy working closely with our clients to help them grow their wealth.
I'm a member of the Chartered Institute of Securities and Investments (CISI) and I have successfully completed the Investment Management Certificate (IMC) and the Private Client Investment Advice & Management Level 6.