Chartered Investment Manager. Brewin Dolphin
It can be a daunting prospect to think about what to do with long term savings and often difficult to know where to start with investing. My aim is to simplify this complex world and provide guidance and support to those who are looking to begin or continue their investment journey. I work with clients and professionals to help them to achieve their individual goals and objectives by adopting a strategy they feel comfortable with, whilst building ongoing and meaningful relationships. I am passionate about providing a personable service to meet these different client needs and support clients throughout their life. There is no question too simple to ask, I am always on hand to assist and answer any queries that may arise. I have the Chartered Wealth Manager Masters and I am a Chartered Member of the Chartered Institute of Securities and Investment.