I help create the most suitable portfolios for returns on a risk adjusted basis using a spread of investments across different asset classes including UK and overseas equities, bonds & fixed interest, collectives, infrastructure funds and property.
I have over 8 years experience in helping clients make the right investment decisions and advising them on their investments during their professional career, optimising income up to and beyond retirement, tax efficient investments and managing family assets for the next generation.
Investment Manager100+ Employees 2012 - Current
Killik & Co
Private Client Stockbroker100+ Employees 2010 - 2012
Pilling & Co
Private Client Stockbroker21 - 100 Employees 2005 - 2010
Dealer100+ Employees 2004 - 2005
Clubs and Associations
I am also a member of Withington Golf Club. If you fancy playing the course I'd be more than happy to arrange this on your behalf.