I manage assets on behalf of individuals, trusts, pension schemes and charities with the help of experienced support staff. My role also includes promoting services and expertise to independent financial advisers.

I manage assets for a range of clients including private individuals, trusts, charities and pensions. Whether you have existing investments in any of these areas that you wish to be reviewed or if you have cash to be invested, I will be delighted to speak with you. Often my clients are seeking a joined up approach to the management of family wealth, thinking about next generations or have inherited money or sold a business and they need guidance as to how it should be invested to meet their needs. I would welcome the opportunity to listen to what you require and develop an approach with the aim to meet your requirements.

I head up our Sheffield office and work closely with a multitude of different clients, including private clients, trusts, charities and clients of financial advisers. My focus is very much on establishing and maintaining long-term relationships and ensuring that our office continues to deliver high service standards.

I lead the fixed income team within Rathbones Investment Management.  A key area of my focus is credit analysis (including financial & non-financial issuers). Working alongside colleagues, my analysis supports the direct fixed income mandates that are managed by the team. I am currently the co-chair of the fixed income committee and a voting member of portfolio construction committee.  I previously was a voting member of Investec Wealth & Investment’s Global Asset Allocation (GAAC) committee.

I have completed CISI Chartered Wealth Manager Qualification and also hold the CISI Investment Advice Diploma. I graduated from University of Southampton with a psychology degree and have worked in client facing roles across previous jobs and since joining Investec. I enjoy building my knowledge on the technical aspects of the role with study and research but communicating with clients on a daily basis and helping them to achieve their objectives has been the most valuable for my development.

I focus on discretionary portfolio management for high-net-worth clients in the UK and overseas.

I build and manage portfolios for private clients, trusts, companies and charities.

I assist clients to achieve their long term financial goals, in the most tax efficient manner. I have over twenty years' experience of working with private individuals, charities, pension funds, trusts and professional intermediaries.

I believe that our responsibility as advisers is to fully understand our client's unique circumstances, their ambitions, hopes and fears, to ensure that the investment solutions that we deliver are suitable, and geared to meet their needs.

I am responsible for the portfolio management of Investec's MPS on Platforms service. Using a structured and disciplined investment framework, our primary focus is delivering outcomes that align with the objectives and risks associated with each MPS strategy.

I am responsible for managing multi-asset portfolios and providing bespoke investment management solutions on behalf of high-net-worth individuals and families. Specialising in onshore portfolios, including trusts, corporate funds, charities and pension funds; ensuring that family portfolios are efficiently structured.

I enjoyed playing Rugby, Cricket, Football and watching Golf. Time has now reversed the order and I now play Golf, whilst watching the other three sports.