I have worked in the industry for 10+ years, starting at Octopus Investments before joining Hargreave Hale and Canaccord. I am a Chartered CISI Member. I work closely with individuals, families, trusts, charities, and other businesses. I offer a range of options to suit their needs, from fully managing their investments on a discretionary mandate to simply providing guidance through our advisory service or executing their chosen trades on an execution-only service. Every client has unique goals and situations, I take the time to build strong, trusting relationships and understand their specific circumstances. This allows me to create personalized plans that help them achieve their financial objectives.