I started my investment career in 2000 with a major Wealth Management firm before joining the UK’s first “ethical” investment business Barchester Green Investment. I was a Director of the firm and led it through a significant growth phase seeing it take on major national accounts with a number of leading Charities and Non-Governmental Organisations, such as WWF-UK and Greenpeace. The business was sold in 2014 to a rival investment firm where I worked as a Partner for two years before joining Finance Planning Independent.
My strengths are in developing successful client relationships, which I’ve done over many years, and I can make technical issues less complicated for clients to understand.
13, Butts Mead, SHAFTESBURY, Dorset, SP7 8NS
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