Last Updated: October 16, 2025

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Last Updated: October 16, 2025

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Last Updated: October 16, 2025

Learn more about the services we offer at the Bristol office, any local news, and find an adviser near you. Address: Midland House, 2 Poole Road, Bournemouth, BH2 5QY New clients: 0330 390 9191Existing clients: 01202 208 190

Last Updated: October 16, 2025

Learn more about the services we offer at the Guildford office, any local news, and find an adviser near you. Address: Connaught House, Alexandra Terrace, Guildford, GU1 3DA New clients: 0330 390 9191Existing clients: 01483 304 707

Last Updated: October 16, 2025

Learn more about the services we offer at the Chichester office, any local news, and find an adviser near you. Address: 1 Northgate, Chichester, PO19 1AT New clients: 0330 390 9191Existing clients: 01243 775 373

Last Updated: October 16, 2025

Learn more about the services we offer at the Winchester office, any local news, and find an adviser near you. Address: Second Floor, Wykeham Court, Victoria Road, Winchester S023 7RG New clients: 0330 390 9191Existing clients: 01962 857 000

Last Updated: October 16, 2025

Last Updated: October 16, 2025

Last Updated: October 16, 2025

Learn more about the services we offer at the Guernsey office, any local news, and find an adviser near you. Address: Unit 2, Upper House, 18-20 Smith St, St Peter Port, Guernsey, GY1 2JQ New clients: 0330 390 9191Existing clients: 01481 706 950

Last Updated: October 28, 2025

Learn more about the services we offer at the Jersey office, any local news, and find an adviser near you. Address: IFC 1, The Esplanade, St Helier, Jersey, JE1 2RB New clients: 0330 390 9191Existing clients: 01534 740 500

• Jersey

Last Updated: July 22, 2025

I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm's Investment Policy Committee, which plays a key role in constructing portfolios.

Last Updated: July 22, 2025

As an investment manager, I work with a team who are responsible for investment strategy and day-to-day management of funds for individuals, trusts, charities, offshore and pension funds. I have also spent time in the financial planning team to broaden my knowledge around all areas of financial planning. This combined experience has allowed me to develop a well-rounded background in wealth planning which I hope to develop as progress in my career.