Summary
I provide investment advice and discretionary services for clients, companies & trusts on a bespoke basis.
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.
Expertise
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.
Experience
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WHIreland
Investment Manager
100+ Employees 2012 - Current
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Killik & Co
Private Client Stockbroker
100+ Employees 2010 - 2012 -
Pilling & Co
Private Client Stockbroker
21 - 100 Employees 2005 - 2010 -
TD Waterhouse
Dealer
100+ Employees 2004 - 2005
Qualifications
I have the following qualifications;
CISI Certificate in Securities
CISI Certificate in Investment Management (IMC)
CISI Diploma in Private Client Investment Advice & Management (PCIAM RDR Requirement)
Clubs and Associations
Member (MCSI) of the Chartered Institute for Securities & Investments (CISI)
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.
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.
Interests and Hobbies
I enjoy keeping up to date with current affairs. I also enjoy reading about & researching individual companies both private and publicly listed. My other interests are golf, tennis, football & alternative assets such as fine wine!
