Client Portfolio Analyst
I’m a Client Portfolio Analyst based in Manchester with 8 years’ experience in the industry. I previously worked at Tees Financial and Tilney in their Cambridge office. I am happiest when working on complicated Excel spreadsheets and trying to add that little bit extra for clients. I hold the CISI’s Level 6 Certificate in Private Client Investment Advice & Management and I’m currently working towards my Chartered Wealth Manager Qualification. Away from the office I’m a keen flatwater kayaker and triathlete, and have competed at a national level as well as completing the 125-mile Devizes to Westminster race. You can find me most weekends out exploring the North West either on a bike or with my dog.
Manchester +44 161 711 0730