I joined the finance industry in the Isle of Man in 1993 as a trainee stockbroker. 29 years later, as a result of various acquisitions I find myself working with a great group of people that have moved across the various companies together, allowing us to have the stability required to run a strong and dedicated team here in the IoM.
I have attained the CFA UK's Investment Management Certificate (IMC), I am a Chartered Member of the CISI and I hold the CISI Diploma in Investment Advice (Securities) (IAD).