After spending ten years working within Asset Management, I came to the conclusion that very few advisors were looking for single strategy fund solutions to satisfy their clients’ needs.
Being a proud member of the advisor community, I wanted to remain that, but this time turning my hand to building and nurturing my own business. Having met with many thousands of advisers over the years, I started to realise the value and support I could offer.
I am passionate about integrity and quality in financial advice. I am a champion of efficiency and of engaging expert skills in order to deliver the best outcome. And I am an avid supporter of a partnership style in business.