My role as an Adviser brings to bear 30 years of experience in financial services, both at home and overseas, dealing with individuals, businesses and even Government departments. I have a particular interest in investment management.
As an Adviser, I strive to add value to clients’ financial affairs, in particular by applying industry-leading investment management and monitoring systems within environments that are as tax efficient as possible, in addition to looking to protect the short, medium and long term position of the family or business unit. The most important aspect to my work is reacting to clients’ needs, views, feelings and objectives.
Away from the office I try to find time to blow away the cobwebs on a golf course, tennis court, ski slope or on the deck of a sailing boat. Family is important, particularly with two of the next generation on active military service and I attempt to spend quality time with two grandchildren. I help to contribute to the local community as a Trustee of the Cumbria Community Foundation.