I specialise in looking after multi-asset discretionary accounts for individuals, trusts, charities, pensions and corporate clients. I joined Canaccord Wealth as part of the Punter Southall Wealth acquisition in 2022. Prior to joining Punter Southall in 2017 I worked as a Director of Investment Management and Team Leader at Arbuthnot Latham & Co for 7 years and have worked in Financial Services for over 20 years. I have held positions on various Investment and Asset Class Committees, historically with a focus on Fixed Interest and Equity markets. I am a Chartered Fellow of the CISI and in 2018 was named one of PAM Insight’s Top 40 under 40.